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Venturi Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,725
Closed -$82.1K – 762
2024
Q4 		$82.1K Buy
+1,725
New +$83.2K ﹤0.01% 853

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

Venturi Wealth Management's CATY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Cathay General Bancorp (CATY) in Q1 2025, closing a stake of 1,725 shares — an estimated $82.1K sold.

Venturi Wealth Management first reported a position in CATY in Q4 2024 and held it in 1 quarter. The position peaked at $82.1K in Q4 2024. 259 funds tracked by Wall St. Rank hold CATY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Cathay General Bancorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,725 Cathay General Bancorp shares in Q1 2025, an estimated $82.1K.
  • Venturi Wealth Management first reported a position in Cathay General Bancorp in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Cathay General Bancorp position peaked at $82.1K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.