Beacon Pointe Advisors’s East-West Bancorp EWBC Stock Holding History

Beacon Pointe Advisors’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	-5,880	Closed	-$487K	–	1230
2024 Q3	$487K	Buy	5,880 +276	+5%	+$22.1K	0.01%	867
2024 Q2	$410K	Sell	5,604 -86	-2%	-$6.38K	﹤0.01%	940
2024 Q1	$450K	Sell	5,690 -86	-1%	-$6.3K	0.01%	952
2023 Q4	$416K	Buy	+5,776	New	+$348K	0.01%	959
2023 Q2	–	Sell	-4,910	Closed	-$273K	–	1114
2023 Q1	$273K	Sell	4,910 -1,170	-19%	-$80.8K	﹤0.01%	965
2022 Q4	$401K	Sell	6,080 -1,721	-22%	-$118K	0.01%	765
2022 Q3	$525K	Sell	7,801 -916	-11%	-$65.2K	0.01%	619
2022 Q2	$430K	Buy	8,717 +3,182	+57%	+$228K	0.01%	696
2022 Q1	$437K	Buy	+5,535	New	+$467K	0.01%	841

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

Beacon Pointe Advisors's EWBC Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of East-West Bancorp (EWBC) in Q4 2024, closing a stake of 5,880 shares — an estimated $487K sold.

Beacon Pointe Advisors first reported a position in EWBC in Q1 2022 and held it in 9 quarters. The position peaked at $525K in Q3 2022. 513 funds tracked by Wall St. Rank hold EWBC as of Q4 2024.

Beacon Pointe Advisors reported no remaining East-West Bancorp position as of Q4 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 5,880 East-West Bancorp shares in Q4 2024, an estimated $487K.
Beacon Pointe Advisors first reported a position in East-West Bancorp in Q1 2022 and held it in 9 quarters.
Beacon Pointe Advisors's East-West Bancorp position peaked at $525K in Q3 2022.
513 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.