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Janiczek Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Janiczek 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
2024
Q2 		$24.9K Sell
660
-25
-4% -$907 0.01% 520
2024
Q1 		$25.9K Hold
685
– – 0.01% 528
2023
Q4 		$30.5K Hold
685
– – 0.01% 486
2023
Q3 		$23.8K Hold
685
– – 0.01% 498
2023
Q2 		$22.1K Buy
685
+675
+6,750% +$21.4K 0.01% 450
2023
Q1 		$329 Buy
+10
New +$411 ﹤0.01% 937

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's CATY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Cathay General Bancorp (CATY) stake by 3.6% in Q2 2024, selling an estimated $907 and leaving 660 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #520.

Janiczek Wealth Management first reported a position in CATY in Q1 2023 and has held it in 6 quarters since. The position peaked at $30.5K in Q4 2023. 237 funds tracked by Wall St. Rank hold CATY as of Q2 2024.

  • Janiczek Wealth Management held 660 shares of Cathay General Bancorp worth $24.9K as of Q2 2024.
  • Janiczek Wealth Management sold 25 Cathay General Bancorp shares in Q2 2024, an estimated $907.
  • Cathay General Bancorp made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #520 holding.
  • Janiczek Wealth Management first reported a position in Cathay General Bancorp in Q1 2023 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Cathay General Bancorp position peaked at $30.5K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.