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

BSW 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
2023 Q2	–	Sell	-4,710	Closed	-$261K	–	293
2023 Q1	$261K	Sell	4,710 -6,186	-57%	-$427K	0.05%	241
2022 Q4	$718K	Buy	10,896 +1,133	+12%	+$77.6K	0.15%	93
2022 Q3	$655K	Buy	9,763 +374	+4%	+$26.6K	0.16%	84
2022 Q2	$608K	Buy	9,389 +1,338	+17%	+$96.1K	0.15%	104
2022 Q1	$636K	Buy	8,051 +1,014	+14%	+$85.6K	0.16%	104
2021 Q4	$554K	Buy	7,037 +361	+5%	+$29K	0.14%	103
2021 Q3	$518K	Buy	6,676 +941	+16%	+$68.5K	0.14%	104
2021 Q2	$411K	Buy	5,735 +2,382	+71%	+$177K	0.11%	121
2021 Q1	$247K	Buy	+3,353	New	+$228K	0.07%	178

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

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

HCM

Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BSW Wealth Partners's EWBC Position: Q2 2023 in Review

BSW Wealth Partners sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 4,710 shares — an estimated $261K sold.

BSW Wealth Partners first reported a position in EWBC in Q1 2021 and held it in 9 quarters. The position peaked at $718K in Q4 2022. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

BSW Wealth Partners reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 4,710 East-West Bancorp shares in Q2 2023, an estimated $261K.
BSW Wealth Partners first reported a position in East-West Bancorp in Q1 2021 and held it in 9 quarters.
BSW Wealth Partners's East-West Bancorp position peaked at $718K in Q4 2022.
392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.