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Wealthspire Advisors (Maryland)’s Cato Corp CATO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-92
Closed -$1K – 703
2019
Q1 		$1K Hold
92
– – ﹤0.01% 2301
2018
Q4 		$1K Hold
92
– – ﹤0.01% 2234
2018
Q3 		$2K Hold
92
– – ﹤0.01% 2130
2018
Q2 		$2K Hold
92
– – ﹤0.01% 2125
2018
Q1 		$1K Buy
92
+10
+12% +$126 ﹤0.01% 2303
2017
Q4 		$1K Buy
+82
New +$1.19K ﹤0.01% 2246
2017
Q3 		– Sell
-141
Closed -$2K – 2269
2017
Q2 		$2K Buy
+141
New +$2.88K ﹤0.01% 1968

Other funds holding CATO

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CATO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cato Corp (CATO) in Q2 2019, closing a stake of 92 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CATO in Q2 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 150 funds tracked by Wall St. Rank hold CATO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cato Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 92 Cato Corp shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Cato Corp in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Cato Corp position peaked at $2K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Cato Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.