CPA
EWBC icon

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

Capital Performance 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
-307
Closed -$25.4K – 988
2024
Q3 		$25.4K Buy
+307
New +$24.6K 0.01% 528

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's EWBC Position: Q4 2024 in Review

Capital Performance Advisors sold out of East-West Bancorp (EWBC) in Q4 2024, closing a stake of 307 shares — an estimated $25.4K sold.

Capital Performance Advisors first reported a position in EWBC in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 513 funds tracked by Wall St. Rank hold EWBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining East-West Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 307 East-West Bancorp shares in Q4 2024, an estimated $25.4K.
  • Capital Performance Advisors first reported a position in East-West Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's East-West Bancorp position peaked at $25.4K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.