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Steward Partners Investment Advisory’s Cathay General Bancorp CATY Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-149
Closed -$5.64K – 3620
2024
Q1 		$5.64K Buy
+149
New +$6.03K ﹤0.01% 3003

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Partners Investment Advisory's CATY Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Cathay General Bancorp (CATY) in Q2 2024, closing a stake of 149 shares — an estimated $5.64K sold.

Steward Partners Investment Advisory first reported a position in CATY in Q1 2024 and held it in 1 quarter. The position peaked at $5.64K in Q1 2024. 237 funds tracked by Wall St. Rank hold CATY as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Cathay General Bancorp position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 149 Cathay General Bancorp shares in Q2 2024, an estimated $5.64K.
  • Steward Partners Investment Advisory first reported a position in Cathay General Bancorp in Q1 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Cathay General Bancorp position peaked at $5.64K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.