AWM
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Accurate Wealth Management’s East-West Bancorp EWBC Stock Holding History

Accurate Wealth Management’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-158
Closed -$10.7K – 627
2022
Q4 		$10.7K Buy
+158
New +$10.8K ﹤0.01% 840

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Accurate Wealth Management's EWBC Position: Q1 2023 in Review

Accurate Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2023, closing a stake of 158 shares — an estimated $10.7K sold.

Accurate Wealth Management first reported a position in EWBC in Q4 2022 and held it in 1 quarter. The position peaked at $10.7K in Q4 2022. 409 funds tracked by Wall St. Rank hold EWBC as of Q1 2023.

  • Accurate Wealth Management reported no remaining East-West Bancorp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 158 East-West Bancorp shares in Q1 2023, an estimated $10.7K.
  • Accurate Wealth Management first reported a position in East-West Bancorp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's East-West Bancorp position peaked at $10.7K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.