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

National Wealth Management Group’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
2023
Q4 		– Sell
-11,847
Closed -$412K – 136
2023
Q3 		$412K Buy
+11,847
New +$423K 0.45% 73

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Wealth Management Group's CATY Position: Q4 2023 in Review

National Wealth Management Group sold out of Cathay General Bancorp (CATY) in Q4 2023, closing a stake of 11,847 shares — an estimated $412K sold.

National Wealth Management Group first reported a position in CATY in Q3 2023 and held it in 1 quarter. The position peaked at $412K in Q3 2023. 226 funds tracked by Wall St. Rank hold CATY as of Q4 2023.

  • National Wealth Management Group reported no remaining Cathay General Bancorp position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 11,847 Cathay General Bancorp shares in Q4 2023, an estimated $412K.
  • National Wealth Management Group first reported a position in Cathay General Bancorp in Q3 2023 and held it in 1 quarter.
  • National Wealth Management Group's Cathay General Bancorp position peaked at $412K in Q3 2023.
  • 226 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.