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Ellevest Inc’s Cathay General Bancorp CATY Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-50
Closed -$1.73K – 567
2023
Q1 		$1.73K Buy
+50
New +$2.05K ﹤0.01% 1473
2019
Q1 		– Sell
-10
Closed – – 338
2018
Q4 		$0 Buy
+10
New +$379 ﹤0.01% 505

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ellevest Inc's CATY Position: Q2 2023 in Review

Ellevest Inc sold out of Cathay General Bancorp (CATY) in Q2 2023, closing a stake of 50 shares — an estimated $1.73K sold.

Ellevest Inc first reported a position in CATY in Q4 2018 and held it in 2 quarters. The position peaked at $1.73K in Q1 2023. 221 funds tracked by Wall St. Rank hold CATY as of Q2 2023.

  • Ellevest Inc reported no remaining Cathay General Bancorp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 50 Cathay General Bancorp shares in Q2 2023, an estimated $1.73K.
  • Ellevest Inc first reported a position in Cathay General Bancorp in Q4 2018 and held it in 2 quarters.
  • Ellevest Inc's Cathay General Bancorp position peaked at $1.73K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.