Glassman Wealth Services’s Cathay General Bancorp CATY Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-213	Closed	-$9.49K	–	476
2023 Q4	$9.49K	Hold	213	–	–	﹤0.01%	902
2023 Q3	$7.4K	Hold	213	–	–	﹤0.01%	943
2023 Q2	$6.86K	Hold	213	–	–	﹤0.01%	911
2023 Q1	$7.35K	Hold	213	–	–	﹤0.01%	892
2022 Q4	$8.69K	Sell	213 -17	-7%	-$736	﹤0.01%	869
2022 Q3	$9K	Hold	230	–	–	﹤0.01%	817
2022 Q2	$9K	Hold	230	–	–	﹤0.01%	837
2022 Q1	$10K	Sell	230 -1	-0.4%	-$46	﹤0.01%	821
2021 Q4	$10K	Hold	231	–	–	﹤0.01%	784
2021 Q3	$10K	Sell	231 -5	-2%	-$195	﹤0.01%	765
2021 Q2	$9K	Hold	236	–	–	﹤0.01%	768
2021 Q1	$10K	Buy	236 +5	+2%	+$193	﹤0.01%	701
2020 Q4	$7K	Hold	231	–	–	﹤0.01%	788
2020 Q3	$5K	Buy	231 +20	+9%	+$489	﹤0.01%	779
2020 Q2	$6K	Sell	211 -29	-12%	-$740	﹤0.01%	579
2020 Q1	$6K	Buy	+240	New	+$7.68K	﹤0.01%	494
2019 Q3	–	Sell	-2	Closed	–	–	1077
2019 Q2	$0	Buy	+2	New	+$71	﹤0.01%	1103

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Glassman Wealth Services's CATY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Cathay General Bancorp (CATY) in Q1 2024, closing a stake of 213 shares — an estimated $9.49K sold.

Glassman Wealth Services first reported a position in CATY in Q2 2019 and held it in 17 quarters. The position peaked at $10K in Q1 2022. 255 funds tracked by Wall St. Rank hold CATY as of Q1 2024.

Glassman Wealth Services reported no remaining Cathay General Bancorp position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 213 Cathay General Bancorp shares in Q1 2024, an estimated $9.49K.
Glassman Wealth Services first reported a position in Cathay General Bancorp in Q2 2019 and held it in 17 quarters.
Glassman Wealth Services's Cathay General Bancorp position peaked at $10K in Q1 2022.
255 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.