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Carolinas Wealth Consulting’s East-West Bancorp EWBC Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-8
Closed -$581 – 1079
2023
Q4 		$581 Hold
8
– – ﹤0.01% 900
2023
Q3 		$433 Buy
+8
New +$450 ﹤0.01% 949
2023
Q2 		– Sell
-7
Closed -$389 – 1079
2023
Q1 		$389 Buy
7
+1
+17% +$69 ﹤0.01% 1022
2022
Q4 		$395 Buy
+6
New +$411 ﹤0.01% 1030
2022
Q1 		– Sell
-55
Closed -$4K – 939
2021
Q4 		$4K Sell
55
-3
-5% -$241 ﹤0.01% 731
2021
Q3 		$4K Hold
58
– – ﹤0.01% 695
2021
Q2 		$4K Sell
58
-6
-9% -$446 ﹤0.01% 724
2021
Q1 		$5K Buy
+64
New +$4.35K ﹤0.01% 700

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's EWBC Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of East-West Bancorp (EWBC) in Q1 2024, closing a stake of 8 shares — an estimated $581 sold.

Carolinas Wealth Consulting first reported a position in EWBC in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2021. 419 funds tracked by Wall St. Rank hold EWBC as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining East-West Bancorp position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 East-West Bancorp shares in Q1 2024, an estimated $581.
  • Carolinas Wealth Consulting first reported a position in East-West Bancorp in Q1 2021 and held it in 8 quarters.
  • Carolinas Wealth Consulting's East-West Bancorp position peaked at $5K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.