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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WESPAC Advisors SoCal's CATY Position: Q3 2021 in Review

WESPAC Advisors SoCal sold out of Cathay General Bancorp (CATY) in Q3 2021, closing a stake of 6,000 shares — an estimated $236K sold.

WESPAC Advisors SoCal first reported a position in CATY in Q4 2015 and held it in 5 quarters. The position peaked at $1.22M in Q2 2020. 225 funds tracked by Wall St. Rank hold CATY as of Q3 2021.

WESPAC Advisors SoCal reported no remaining Cathay General Bancorp position as of Q3 2021 after selling out during the quarter.
WESPAC Advisors SoCal sold 6,000 Cathay General Bancorp shares in Q3 2021, an estimated $236K.
WESPAC Advisors SoCal first reported a position in Cathay General Bancorp in Q4 2015 and held it in 5 quarters.
WESPAC Advisors SoCal's Cathay General Bancorp position peaked at $1.22M in Q2 2020.
225 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2021, filed 14 Oct 2021.