Baldwin Wealth Partners’s East-West Bancorp EWBC Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-32	Closed	-$2.65K	–	496
2024 Q3	$2.65K	Buy	+32	New	+$2.56K	﹤0.01%	925
2016 Q2	–	Sell	-545	Closed	-$18K	–	462
2016 Q1	$18K	Sell	545 -18,175	-97%	-$593K	﹤0.01%	371
2015 Q4	$778K	Buy	18,720 +1,342	+8%	+$55.2K	0.13%	135
2015 Q3	$668K	Buy	+17,378	New	+$734K	0.11%	144
2014 Q4	–	Sell	-30,018	Closed	-$1.02M	–	257
2014 Q3	$1.02M	Buy	30,018 +375	+1%	+$13K	0.14%	138
2014 Q2	$1.04M	Buy	29,643 +114	+0.4%	+$3.96K	0.15%	130
2014 Q1	$1.08M	Buy	29,529 +1,863	+7%	+$65.6K	0.17%	116
2013 Q4	$967K	Buy	27,666 +2,250	+9%	+$76.4K	0.16%	131
2013 Q3	$812K	Buy	25,416 +1,612	+7%	+$48.8K	0.15%	133
2013 Q2	$655K	Buy	+23,804	New	+$605K	0.13%	134

Other funds holding EWBC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's EWBC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of East-West Bancorp (EWBC) in Q4 2024, closing a stake of 32 shares — an estimated $2.65K sold.

Baldwin Wealth Partners first reported a position in EWBC in Q2 2013 and held it in 10 quarters. The position peaked at $1.08M in Q1 2014. 513 funds tracked by Wall St. Rank hold EWBC as of Q4 2024.

Baldwin Wealth Partners reported no remaining East-West Bancorp position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 32 East-West Bancorp shares in Q4 2024, an estimated $2.65K.
Baldwin Wealth Partners first reported a position in East-West Bancorp in Q2 2013 and held it in 10 quarters.
Baldwin Wealth Partners's East-West Bancorp position peaked at $1.08M in Q1 2014.
513 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.