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

Avior 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
2025
Q2 		– Sell
-2,394
Closed -$215K – 719
2025
Q1 		$215K Buy
2,394
+782
+49% +$74.6K 0.01% 638
2024
Q4 		$154K Sell
1,612
-1,788
-53% -$175K 0.01% 784
2024
Q3 		$281K Buy
3,400
+969
+40% +$77.7K 0.01% 609
2024
Q2 		$178K Sell
2,431
-1,860
-43% -$138K 0.01% 701
2024
Q1 		$339K Sell
4,291
-2,286
-35% -$167K 0.02% 551
2023
Q4 		$473K Buy
+6,577
New +$396K 0.03% 358
2020
Q1 		– Sell
-4,980
Closed -$242K – 814
2019
Q4 		$242K Buy
+4,980
New +$224K 0.04% 349
2019
Q2 		– Sell
-6,400
Closed -$307K – 844
2019
Q1 		$307K Buy
6,400
+3,550
+125% +$181K 0.07% 272
2018
Q4 		$124K Sell
2,850
-360
-11% -$18.7K 0.03% 405
2018
Q3 		$194K Buy
3,210
+600
+23% +$38.5K 0.04% 349
2018
Q2 		$170K Hold
2,610
– – 0.04% 362
2018
Q1 		$163K Sell
2,610
-540
-17% -$35.4K 0.04% 359
2017
Q4 		$192K Buy
+3,150
New +$188K 0.04% 337

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avior Wealth Management's EWBC Position: Q2 2025 in Review

Avior Wealth Management sold out of East-West Bancorp (EWBC) in Q2 2025, closing a stake of 2,394 shares — an estimated $215K sold.

Avior Wealth Management first reported a position in EWBC in Q4 2017 and held it in 13 quarters. The position peaked at $473K in Q4 2023. 523 funds tracked by Wall St. Rank hold EWBC as of Q2 2025.

  • Avior Wealth Management reported no remaining East-West Bancorp position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,394 East-West Bancorp shares in Q2 2025, an estimated $215K.
  • Avior Wealth Management first reported a position in East-West Bancorp in Q4 2017 and held it in 13 quarters.
  • Avior Wealth Management's East-West Bancorp position peaked at $473K in Q4 2023.
  • 523 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.