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WealthShield Partners’s Cathay General Bancorp CATY Stock Holding History

WealthShield 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
2021
Q1 		– Sell
-28,101
Closed -$904K – 1141
2020
Q4 		$904K Buy
28,101
+71
+0.3% +$1.93K 0.17% 115
2020
Q3 		$608K Buy
+28,030
New +$685K 0.21% 108

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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthShield Partners's CATY Position: Q1 2021 in Review

WealthShield Partners sold out of Cathay General Bancorp (CATY) in Q1 2021, closing a stake of 28,101 shares — an estimated $904K sold.

WealthShield Partners first reported a position in CATY in Q3 2020 and held it in 2 quarters. The position peaked at $904K in Q4 2020. 213 funds tracked by Wall St. Rank hold CATY as of Q1 2021.

  • WealthShield Partners reported no remaining Cathay General Bancorp position as of Q1 2021 after selling out during the quarter.
  • WealthShield Partners sold 28,101 Cathay General Bancorp shares in Q1 2021, an estimated $904K.
  • WealthShield Partners first reported a position in Cathay General Bancorp in Q3 2020 and held it in 2 quarters.
  • WealthShield Partners's Cathay General Bancorp position peaked at $904K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.