EWP
CATY icon

Elevation Wealth Partners’s Cathay General Bancorp CATY Stock Holding History

Elevation Wealth Partners’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-220
Closed -$8.33K – 515
2024
Q1 		$8.33K Buy
220
+4
+2% +$162 ﹤0.01% 367
2023
Q4 		$7.52K Hold
216
– – ﹤0.01% 351
2023
Q3 		$7.52K Buy
216
+2
+0.9% +$71 0.01% 257
2023
Q2 		$6.9K Buy
214
+2
+0.9% +$63 0.01% 267
2023
Q1 		$7.33K Buy
+212
New +$8.71K 0.01% 274

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Elevation Wealth Partners's CATY Position: Q2 2024 in Review

Elevation Wealth Partners sold out of Cathay General Bancorp (CATY) in Q2 2024, closing a stake of 220 shares — an estimated $8.33K sold.

Elevation Wealth Partners first reported a position in CATY in Q1 2023 and held it in 5 quarters. The position peaked at $8.33K in Q1 2024. 237 funds tracked by Wall St. Rank hold CATY as of Q2 2024.

  • Elevation Wealth Partners reported no remaining Cathay General Bancorp position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 220 Cathay General Bancorp shares in Q2 2024, an estimated $8.33K.
  • Elevation Wealth Partners first reported a position in Cathay General Bancorp in Q1 2023 and held it in 5 quarters.
  • Elevation Wealth Partners's Cathay General Bancorp position peaked at $8.33K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.