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Sowell Financial Services’s Cathay General Bancorp CATY Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-162
Closed -$7K – 864
2021
Q1 		$7K Buy
+162
New +$6.24K ﹤0.01% 2443
2020
Q1 		– Sell
-145
Closed -$6K – 2441
2019
Q4 		$6K Buy
145
+16
+12% +$585 ﹤0.01% 1828
2019
Q3 		$4K Buy
+129
New +$4.5K ﹤0.01% 1813

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's CATY Position: Q2 2021 in Review

Sowell Financial Services sold out of Cathay General Bancorp (CATY) in Q2 2021, closing a stake of 162 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in CATY in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 215 funds tracked by Wall St. Rank hold CATY as of Q2 2021.

  • Sowell Financial Services reported no remaining Cathay General Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 162 Cathay General Bancorp shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Cathay General Bancorp in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Cathay General Bancorp position peaked at $7K in Q1 2021.
  • 215 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.