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SYSTM Wealth Solutions’s Cathay General Bancorp CATY Stock Holding History

SYSTM Wealth 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
-245
Closed -$10.9K – 993
2023
Q4 		$10.9K Buy
+245
New +$9.18K ﹤0.01% 816

Other funds holding CATY

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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

SYSTM Wealth Solutions's CATY Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Cathay General Bancorp (CATY) in Q1 2024, closing a stake of 245 shares — an estimated $10.9K sold.

SYSTM Wealth Solutions first reported a position in CATY in Q4 2023 and held it in 1 quarter. The position peaked at $10.9K in Q4 2023. 255 funds tracked by Wall St. Rank hold CATY as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Cathay General Bancorp position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 245 Cathay General Bancorp shares in Q1 2024, an estimated $10.9K.
  • SYSTM Wealth Solutions first reported a position in Cathay General Bancorp in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Cathay General Bancorp position peaked at $10.9K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.