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Harvest Group Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-60
Closed -$2K – 131
2020
Q4 		$2K Hold
60
– – ﹤0.01% 341
2020
Q3 		$1K Hold
60
– – ﹤0.01% 423
2020
Q2 		$1K Sell
60
-10
-14% -$255 ﹤0.01% 355
2020
Q1 		$1K Buy
+70
New +$2.24K ﹤0.01% 357
2019
Q3 		– Sell
-25
Closed – – 1028
2019
Q2 		$0 Hold
25
– – ﹤0.01% 916
2019
Q1 		$1K Buy
+25
New +$919 ﹤0.01% 746

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's CATY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cathay General Bancorp (CATY) in Q1 2021, closing a stake of 60 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CATY in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 213 funds tracked by Wall St. Rank hold CATY as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cathay General Bancorp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 60 Cathay General Bancorp shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Cathay General Bancorp in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Cathay General Bancorp position peaked at $2K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.