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

TCI 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 Q2	–	Sell	-389	Closed	-$13.4K	–	526
2023 Q1	$13.4K	Sell	389 -1	-0.3%	-$41	﹤0.01%	908
2022 Q4	$15.9K	Hold	390	–	–	﹤0.01%	803
2022 Q3	$15K	Buy	390 +5	+1%	+$208	﹤0.01%	790
2022 Q2	$15K	Buy	385 +106	+38%	+$4.33K	﹤0.01%	758
2022 Q1	$12K	Hold	279	–	–	﹤0.01%	964
2021 Q4	$12K	Hold	279	–	–	﹤0.01%	1021
2021 Q3	$12K	Buy	+279	New	+$10.9K	﹤0.01%	963
2019 Q4	–	Sell	-94	Closed	-$3K	–	1541
2019 Q3	$3K	Buy	+94	New	+$3.28K	﹤0.01%	931

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCI Wealth Advisors's CATY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q2 2023, closing a stake of 389 shares — an estimated $13.4K sold.

TCI Wealth Advisors first reported a position in CATY in Q3 2019 and held it in 8 quarters. The position peaked at $15.9K in Q4 2022. 221 funds tracked by Wall St. Rank hold CATY as of Q2 2023.

TCI Wealth Advisors reported no remaining Cathay General Bancorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 389 Cathay General Bancorp shares in Q2 2023, an estimated $13.4K.
TCI Wealth Advisors first reported a position in Cathay General Bancorp in Q3 2019 and held it in 8 quarters.
TCI Wealth Advisors's Cathay General Bancorp position peaked at $15.9K in Q4 2022.
221 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.