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Orion Portfolio Solutions’s Cathay General Bancorp CATY Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-7,997
Closed -$352K – 1691
2023
Q4 		$352K Sell
7,997
-301
-4% -$11.3K ﹤0.01% 1344
2023
Q3 		$288K Buy
+8,298
New +$296K ﹤0.01% 1399
2023
Q2 		– Sell
-9,722
Closed -$336K – 1627
2023
Q1 		$336K Buy
+9,722
New +$399K ﹤0.01% 1305
2020
Q3 		– Sell
-582
Closed -$15K – 670
2020
Q2 		$15K Buy
+582
New +$14.8K ﹤0.01% 1038
2020
Q1 		– Sell
-85
Closed -$3K – 1938
2019
Q4 		$3K Buy
+85
New +$3.11K ﹤0.01% 1385

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Orion Portfolio Solutions's CATY Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of Cathay General Bancorp (CATY) in Q1 2024, closing a stake of 7,997 shares — an estimated $352K sold.

Orion Portfolio Solutions first reported a position in CATY in Q4 2019 and held it in 5 quarters. The position peaked at $352K in Q4 2023. 255 funds tracked by Wall St. Rank hold CATY as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining Cathay General Bancorp position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,997 Cathay General Bancorp shares in Q1 2024, an estimated $352K.
  • Orion Portfolio Solutions first reported a position in Cathay General Bancorp in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Cathay General Bancorp position peaked at $352K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.