Lenox Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$4K	Hold	98	–	–	﹤0.01%	579
2021 Q4	$4K	Hold	98	–	–	﹤0.01%	622
2021 Q3	$4K	Hold	98	–	–	﹤0.01%	575
2021 Q2	$4K	Hold	98	–	–	﹤0.01%	580
2021 Q1	$4K	Hold	98	–	–	﹤0.01%	529
2020 Q4	$3K	Hold	98	–	–	﹤0.01%	550
2020 Q3	$2K	Hold	98	–	–	﹤0.01%	505
2020 Q2	$3K	Hold	98	–	–	﹤0.01%	479
2020 Q1	$2K	Hold	98	–	–	﹤0.01%	565
2019 Q4	$4K	Hold	98	–	–	﹤0.01%	498
2019 Q3	$3K	Hold	98	–	–	﹤0.01%	444
2019 Q2	$4K	Sell	98 -51	-34%	-$1.81K	﹤0.01%	327
2019 Q1	$5K	Buy	149 +51	+52%	+$1.88K	﹤0.01%	356
2018 Q4	$3K	Hold	98	–	–	﹤0.01%	313
2018 Q3	$4K	Hold	98	–	–	﹤0.01%	320
2018 Q2	$4K	Hold	98	–	–	﹤0.01%	467
2018 Q1	$4K	Hold	98	–	–	﹤0.01%	430
2017 Q4	$4K	Sell	98 -34,300	-100%	-$1.43M	﹤0.01%	234
2017 Q3	$1.38M	Buy	+34,398	New	+$1.27M	0.43%	13
2016 Q4	–	Sell	-62,458	Closed	-$1.92M	–	122
2016 Q3	$1.92M	Hold	62,458	–	–	0.57%	12
2016 Q2	$1.76M	Hold	62,458	–	–	0.52%	12
2016 Q1	$1.77M	Hold	62,458	–	–	0.53%	12
2015 Q4	$1.96M	Hold	62,458	–	–	0.62%	10
2015 Q3	$1.87M	Buy	+62,458	New	+$1.95M	0.66%	10

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Advisors's CATY Position: Q1 2022 in Review

Lenox Wealth Advisors held its Cathay General Bancorp (CATY) position steady in Q1 2022 at 98 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Lenox Wealth Advisors first reported a position in CATY in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.96M in Q4 2015. 253 funds tracked by Wall St. Rank hold CATY as of Q1 2022.

Lenox Wealth Advisors held 98 shares of Cathay General Bancorp worth $4K as of Q1 2022.
Lenox Wealth Advisors left its Cathay General Bancorp share count unchanged in Q1 2022.
Cathay General Bancorp made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #579 holding.
Lenox Wealth Advisors first reported a position in Cathay General Bancorp in Q3 2015 and has held it in 24 quarters since.
Lenox Wealth Advisors's Cathay General Bancorp position peaked at $1.96M in Q4 2015.
253 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.