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EverSource Wealth Advisors’s Cato Corp CATO Stock Holding History

EverSource Wealth Advisors’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-82
Closed -$585 – 2909
2023
Q4 		$585 Sell
82
-174
-68% -$1.23K ﹤0.01% 2497
2023
Q3 		$1.96K Buy
+256
New +$2.04K ﹤0.01% 2009
2022
Q2 		– Sell
-73
Closed -$1K – 1731
2022
Q1 		$1K Hold
73
– – ﹤0.01% 1634
2021
Q4 		$1K Buy
+73
New +$1.26K ﹤0.01% 1688

Other funds holding CATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

EverSource Wealth Advisors's CATO Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Cato Corp (CATO) in Q1 2024, closing a stake of 82 shares — an estimated $585 sold.

EverSource Wealth Advisors first reported a position in CATO in Q4 2021 and held it in 4 quarters. The position peaked at $1.96K in Q3 2023. 71 funds tracked by Wall St. Rank hold CATO as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining Cato Corp position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 82 Cato Corp shares in Q1 2024, an estimated $585.
  • EverSource Wealth Advisors first reported a position in Cato Corp in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's Cato Corp position peaked at $1.96K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Cato Corp as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.