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Sutton Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-20
Closed -$816 – 928
2022
Q4 		$816 Sell
20
-1
-5% -$43 ﹤0.01% 1385
2022
Q3 		$808 Buy
21
+6
+40% +$250 ﹤0.01% 1352
2022
Q2 		$587 Hold
15
– – ﹤0.01% 1421
2022
Q1 		$671 Hold
15
– – ﹤0.01% 1438
2021
Q4 		$645 Buy
+15
New +$646 ﹤0.01% 1445

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's CATY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q1 2023, closing a stake of 20 shares — an estimated $816 sold.

Sutton Wealth Advisors first reported a position in CATY in Q4 2021 and held it in 5 quarters. The position peaked at $816 in Q4 2022. 244 funds tracked by Wall St. Rank hold CATY as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Cathay General Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 20 Cathay General Bancorp shares in Q1 2023, an estimated $816.
  • Sutton Wealth Advisors first reported a position in Cathay General Bancorp in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Cathay General Bancorp position peaked at $816 in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.