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Newbridge Financial Services Group’s Cathay General Bancorp CATY Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-2
Closed -$57 – 1308
2023
Q2 		$57 Hold
2
– – ﹤0.01% 1313
2023
Q1 		$60 Hold
2
– – ﹤0.01% 1373
2022
Q4 		$70 Hold
2
– – ﹤0.01% 1406
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1392
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1379
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1448
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1422
2021
Q3 		$1K Sell
2
-815
-100% -$31.8K ﹤0.01% 1233
2021
Q2 		$32K Buy
817
+2
+0.2% +$82 0.02% 595
2021
Q1 		$33K Buy
+815
New +$31.4K 0.02% 525

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Newbridge Financial Services Group's CATY Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Cathay General Bancorp (CATY) in Q3 2023, closing a stake of 2 shares — an estimated $57 sold.

Newbridge Financial Services Group first reported a position in CATY in Q1 2021 and held it in 10 quarters. The position peaked at $33K in Q1 2021. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Cathay General Bancorp position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2 Cathay General Bancorp shares in Q3 2023, an estimated $57.
  • Newbridge Financial Services Group first reported a position in Cathay General Bancorp in Q1 2021 and held it in 10 quarters.
  • Newbridge Financial Services Group's Cathay General Bancorp position peaked at $33K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.