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

Baker Tilly 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
2022
Q1 		– Sell
-2,862
Closed -$225K – 536
2021
Q4 		$225K Sell
2,862
-71
-2% -$5.71K 0.02% 484
2021
Q3 		$227K Sell
2,933
-2,068
-41% -$150K 0.03% 463
2021
Q2 		$359K Sell
5,001
-52
-1% -$3.87K 0.06% 357
2021
Q1 		$373K Buy
+5,053
New +$344K 0.08% 301

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baker Tilly Wealth Management's EWBC Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2022, closing a stake of 2,862 shares — an estimated $225K sold.

Baker Tilly Wealth Management first reported a position in EWBC in Q1 2021 and held it in 4 quarters. The position peaked at $373K in Q1 2021. 425 funds tracked by Wall St. Rank hold EWBC as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining East-West Bancorp position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,862 East-West Bancorp shares in Q1 2022, an estimated $225K.
  • Baker Tilly Wealth Management first reported a position in East-West Bancorp in Q1 2021 and held it in 4 quarters.
  • Baker Tilly Wealth Management's East-West Bancorp position peaked at $373K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.