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GW Henssler & Associates’s Cathay General Bancorp CATY Stock Holding History

GW Henssler & Associates’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
Q3 		– Sell
-6,260
Closed -$202K – 216
2023
Q2 		$202K Hold
6,260
– – 0.01% 202
2023
Q1 		$216K Buy
6,260
+82
+1% +$3.37K 0.01% 211
2022
Q4 		$252K Hold
6,178
– – 0.02% 193
2022
Q3 		$238K Sell
6,178
-220
-3% -$9.15K 0.02% 184
2022
Q2 		$250K Sell
6,398
-3,041
-32% -$124K 0.02% 172
2022
Q1 		$422K Buy
9,439
+4
+0% +$184 0.03% 138
2021
Q4 		$406K Buy
+9,435
New +$406K 0.03% 157
2021
Q3 		– Sell
-9,471
Closed -$373K – 128
2021
Q2 		$373K Buy
9,471
+282
+3% +$11.6K 0.02% 171
2021
Q1 		$375K Hold
9,189
– – 0.03% 158
2020
Q4 		$296K Sell
9,189
-46
-0.5% -$1.25K 0.02% 173
2020
Q3 		$200K Hold
9,235
– – 0.02% 209
2020
Q2 		$243K Buy
+9,235
New +$236K 0.02% 154

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

GW Henssler & Associates's CATY Position: Q3 2023 in Review

GW Henssler & Associates sold out of Cathay General Bancorp (CATY) in Q3 2023, closing a stake of 6,260 shares — an estimated $202K sold.

GW Henssler & Associates first reported a position in CATY in Q2 2020 and held it in 12 quarters. The position peaked at $422K in Q1 2022. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

  • GW Henssler & Associates reported no remaining Cathay General Bancorp position as of Q3 2023 after selling out during the quarter.
  • GW Henssler & Associates sold 6,260 Cathay General Bancorp shares in Q3 2023, an estimated $202K.
  • GW Henssler & Associates first reported a position in Cathay General Bancorp in Q2 2020 and held it in 12 quarters.
  • GW Henssler & Associates's Cathay General Bancorp position peaked at $422K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

Based on GW Henssler & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.