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Cherry Tree Wealth Management’s East-West Bancorp EWBC Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-66
Closed -$5.92K – 649
2025
Q1 		$5.92K Buy
+66
New +$6.3K ﹤0.01% 507

Other funds holding EWBC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cherry Tree Wealth Management's EWBC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of East-West Bancorp (EWBC) in Q2 2025, closing a stake of 66 shares — an estimated $5.92K sold.

Cherry Tree Wealth Management first reported a position in EWBC in Q1 2025 and held it in 1 quarter. The position peaked at $5.92K in Q1 2025. 523 funds tracked by Wall St. Rank hold EWBC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining East-West Bancorp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 66 East-West Bancorp shares in Q2 2025, an estimated $5.92K.
  • Cherry Tree Wealth Management first reported a position in East-West Bancorp in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's East-West Bancorp position peaked at $5.92K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.