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Capital Advisors Ltd’s East-West Bancorp EWBC Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-29
Closed -$2K – 1332
2022
Q3 		$2K Buy
+29
New +$2.06K ﹤0.01% 838
2022
Q2 		– Sell
-5
Closed – – 1086
2022
Q1 		$0 Hold
5
– – ﹤0.01% 987
2021
Q4 		$0 Buy
+5
New +$402 ﹤0.01% 851

Other funds holding EWBC

Vanguard Group
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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Advisors Ltd's EWBC Position: Q4 2022 in Review

Capital Advisors Ltd sold out of East-West Bancorp (EWBC) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in EWBC in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 433 funds tracked by Wall St. Rank hold EWBC as of Q4 2022.

  • Capital Advisors Ltd reported no remaining East-West Bancorp position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 29 East-West Bancorp shares in Q4 2022, an estimated $2K.
  • Capital Advisors Ltd first reported a position in East-West Bancorp in Q4 2021 and held it in 3 quarters.
  • Capital Advisors Ltd's East-West Bancorp position peaked at $2K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.