WESPAC Advisors SoCal’s Cathay General Bancorp CATY Stock Holding History

WESPAC Advisors SoCal’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 Q3	–	Sell	-6,000	Closed	-$236K	–	85
2021 Q2	$236K	Buy	+6,000	New	+$247K	0.08%	80
2021 Q1	–	Sell	-20,000	Closed	-$644K	–	73
2020 Q4	$644K	Sell	20,000 -30,000	-60%	-$817K	0.26%	51
2020 Q3	$1.19M	Hold	50,000	–	–	0.57%	32
2020 Q2	$1.22M	Buy	+50,000	New	+$1.28M	0.56%	33
2016 Q1	–	Sell	-1,973	Closed	-$61K	–	293
2015 Q4	$61K	Buy	+1,973	New	+$63.2K	0.04%	114

Other funds holding CATY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Massachusetts Financial Services

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Principal Financial Group

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return