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TFO Wealth Partners’s Cathay General Bancorp CATY Stock Holding History

TFO Wealth Partners’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
-3
Closed -$113 – 174
2024
Q1 		$113 Hold
3
– – ﹤0.01% 614
2023
Q4 		$134 Sell
3
-17
-85% -$637 ﹤0.01% 741
2023
Q3 		$644 Buy
20
+17
+567% +$607 ﹤0.01% 384
2023
Q2 		$97 Hold
3
– – ﹤0.01% 668
2023
Q1 		$104 Sell
3
-6
-67% -$246 ﹤0.01% 635
2022
Q4 		$2.16K Buy
+9
New +$390 ﹤0.01% 247

Other funds holding CATY

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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
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

TFO Wealth Partners's CATY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cathay General Bancorp (CATY) in Q2 2024, closing a stake of 3 shares — an estimated $113 sold.

TFO Wealth Partners first reported a position in CATY in Q4 2022 and held it in 6 quarters. The position peaked at $2.16K in Q4 2022. 237 funds tracked by Wall St. Rank hold CATY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cathay General Bancorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Cathay General Bancorp shares in Q2 2024, an estimated $113.
  • TFO Wealth Partners first reported a position in Cathay General Bancorp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Cathay General Bancorp position peaked at $2.16K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.