Financial Gravity Asset Management’s Cathay General Bancorp CATY Stock Holding History

Financial Gravity Asset Management’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	-35	Closed	-$3	–	1645
2023 Q1	$3	Buy	+35	New	+$1.44K	﹤0.01%	950
2021 Q4	–	Sell	-1	Closed	-$41K	–	965
2021 Q3	$41K	Hold	1	–	–	0.02%	635
2021 Q2	$39K	Buy	+1	New	+$41	0.01%	645

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Gravity Asset Management's CATY Position: Q2 2023 in Review

Financial Gravity Asset Management sold out of Cathay General Bancorp (CATY) in Q2 2023, closing a stake of 35 shares — an estimated $3 sold.

Financial Gravity Asset Management first reported a position in CATY in Q2 2021 and held it in 3 quarters. The position peaked at $41K in Q3 2021. 221 funds tracked by Wall St. Rank hold CATY as of Q2 2023.

Financial Gravity Asset Management reported no remaining Cathay General Bancorp position as of Q2 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 35 Cathay General Bancorp shares in Q2 2023, an estimated $3.
Financial Gravity Asset Management first reported a position in Cathay General Bancorp in Q2 2021 and held it in 3 quarters.
Financial Gravity Asset Management's Cathay General Bancorp position peaked at $41K in Q3 2021.
221 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2023.

Based on Financial Gravity Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.