GBBWRPM
CATY icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Cathay General Bancorp CATY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$478K Buy
14,841
+149
+1% +$4.06K 0.12% 61
2020
Q3 		$319K Buy
14,692
+194
+1% +$4.74K 0.09% 66
2020
Q2 		$381K Buy
14,498
+173
+1% +$4.41K 0.11% 52
2020
Q1 		$329K Buy
14,325
+210
+1% +$6.72K 0.09% 61
2019
Q4 		$537K Buy
14,115
+115
+0.8% +$4.2K 0.12% 60
2019
Q3 		$486K Hold
14,000
– – 0.12% 59
2019
Q2 		$503K Hold
14,000
– – 0.13% 57
2019
Q1 		$475K Sell
14,000
-904
-6% -$33.2K 0.14% 55
2018
Q4 		$500K Hold
14,904
– – 0.16% 51
2018
Q3 		$618K Buy
14,904
+56
+0.4% +$2.35K 0.21% 43
2018
Q2 		$601K Buy
14,848
+56
+0.4% +$2.32K 0.22% 35
2018
Q1 		$591K Buy
+14,792
New +$633K 0.21% 35
2017
Q4 		– Sell
-14,682
Closed -$590K – 281
2017
Q3 		$590K Buy
14,682
+56
+0.4% +$2.07K 0.24% 29
2017
Q2 		$555K Buy
14,626
+52
+0.4% +$1.95K 0.22% 30
2017
Q1 		$550K Sell
14,574
-14,470
-50% -$550K 0.22% 27
2016
Q4 		$1.11M Buy
29,044
+14,577
+101% +$493K 0.3% 21
2016
Q3 		$445K Sell
14,467
-7,880
-35% -$239K 0.18% 35
2016
Q2 		$630K Buy
22,347
+59
+0.3% +$1.75K 0.26% 25
2016
Q1 		$631K Buy
22,288
+58
+0.3% +$1.61K 0.3% 26
2015
Q4 		$696K Buy
+22,230
New +$712K 0.34% 22

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CATY Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Cathay General Bancorp (CATY) stake by 1% in Q4 2020, buying an estimated $4.06K and bringing the position to 14,841 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #61.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CATY in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.11M in Q4 2016. 211 funds tracked by Wall St. Rank hold CATY as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 14,841 shares of Cathay General Bancorp worth $478K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 149 Cathay General Bancorp shares in Q4 2020, an estimated $4.06K.
  • Cathay General Bancorp made up 0.12% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #61 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Cathay General Bancorp in Q4 2015 and has held it in 20 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Cathay General Bancorp position peaked at $1.11M in Q4 2016.
  • 211 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.