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Planning Capital Management Corporation’s Cathay General Bancorp CATY Stock Holding History

Planning Capital Management Corporation’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
Q3 		$17.5K Hold
408
– – 0.01% 321
2024
Q2 		$15.4K Hold
408
– – 0.01% 342
2024
Q1 		$15.4K Buy
408
+292
+252% +$11.8K 0.01% 348
2023
Q4 		$5.17K Buy
+116
New +$4.35K ﹤0.01% 480

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's CATY Position: Q3 2024 in Review

Planning Capital Management Corporation held its Cathay General Bancorp (CATY) position steady in Q3 2024 at 408 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #321.

Planning Capital Management Corporation first reported a position in CATY in Q4 2023 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold CATY as of Q3 2024.

  • Planning Capital Management Corporation held 408 shares of Cathay General Bancorp worth $17.5K as of Q3 2024.
  • Planning Capital Management Corporation left its Cathay General Bancorp share count unchanged in Q3 2024.
  • Cathay General Bancorp made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #321 holding.
  • Planning Capital Management Corporation first reported a position in Cathay General Bancorp in Q4 2023 and has held it in 4 quarters since.
  • 248 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.