Hennion & Walsh Asset Management’s Cathay General Bancorp CATY Stock Holding History

Hennion & Walsh Asset 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	-7,810	Closed	-$335K	–	861
2024 Q3	$335K	Sell	7,810 -106	-1%	-$4.43K	0.02%	717
2024 Q2	$299K	Buy	7,916 +6	+0.1%	+$218	0.02%	727
2024 Q1	$299K	Sell	7,910 -74	-0.9%	-$3K	0.02%	695
2023 Q4	$356K	Sell	7,984 -6,361	-44%	-$238K	0.02%	637
2023 Q3	$499K	Sell	14,345 -4	-0%	-$143	0.03%	520
2023 Q2	$462K	Buy	14,349 +4,794	+50%	+$152K	0.03%	531
2023 Q1	$330K	Buy	9,555 +822	+9%	+$33.8K	0.02%	613
2022 Q4	$356K	Buy	8,733 +248	+3%	+$10.7K	0.02%	579
2022 Q3	$326K	Sell	8,485 -266	-3%	-$11.1K	0.02%	582
2022 Q2	$343K	Buy	8,751 +769	+10%	+$31.4K	0.02%	588
2022 Q1	$357K	Buy	+7,982	New	+$367K	0.02%	600

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

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

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

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

Hennion & Walsh Asset Management's CATY Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of Cathay General Bancorp (CATY) in Q4 2024, closing a stake of 7,810 shares — an estimated $335K sold.

Hennion & Walsh Asset Management first reported a position in CATY in Q1 2022 and held it in 11 quarters. The position peaked at $499K in Q3 2023. 244 funds tracked by Wall St. Rank hold CATY as of Q4 2024.

Hennion & Walsh Asset Management reported no remaining Cathay General Bancorp position as of Q4 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 7,810 Cathay General Bancorp shares in Q4 2024, an estimated $335K.
Hennion & Walsh Asset Management first reported a position in Cathay General Bancorp in Q1 2022 and held it in 11 quarters.
Hennion & Walsh Asset Management's Cathay General Bancorp position peaked at $499K in Q3 2023.
244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.