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Gilliland Jeter Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-78
Closed -$3.35K – 245
2024
Q3 		$3.35K Hold
78
– – ﹤0.01% 567
2024
Q2 		$2.94K Hold
78
– – ﹤0.01% 572
2024
Q1 		$2.95K Buy
+78
New +$3.16K ﹤0.01% 539

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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gilliland Jeter Wealth Management's CATY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Cathay General Bancorp (CATY) in Q4 2024, closing a stake of 78 shares — an estimated $3.35K sold.

Gilliland Jeter Wealth Management first reported a position in CATY in Q1 2024 and held it in 3 quarters. The position peaked at $3.35K in Q3 2024. 244 funds tracked by Wall St. Rank hold CATY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Cathay General Bancorp position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 78 Cathay General Bancorp shares in Q4 2024, an estimated $3.35K.
  • Gilliland Jeter Wealth Management first reported a position in Cathay General Bancorp in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Cathay General Bancorp position peaked at $3.35K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.