IWP
CATY icon

Icon Wealth Partners’s Cathay General Bancorp CATY Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-343
Closed -$12K – 254
2019
Q1 		$12K Buy
+343
New +$12.6K ﹤0.01% 643

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Icon Wealth Partners's CATY Position: Q2 2019 in Review

Icon Wealth Partners sold out of Cathay General Bancorp (CATY) in Q2 2019, closing a stake of 343 shares — an estimated $12K sold.

Icon Wealth Partners first reported a position in CATY in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 222 funds tracked by Wall St. Rank hold CATY as of Q2 2019.

  • Icon Wealth Partners reported no remaining Cathay General Bancorp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 343 Cathay General Bancorp shares in Q2 2019, an estimated $12K.
  • Icon Wealth Partners first reported a position in Cathay General Bancorp in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Cathay General Bancorp position peaked at $12K in Q1 2019.
  • 222 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.