Claris Advisors’s East-West Bancorp EWBC Stock Holding History

Claris 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	-10	Closed	-$827	–	416
2024 Q3	$827	Buy	+10	New	+$802	﹤0.01%	483

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's EWBC Position: Q4 2024 in Review

Claris Advisors sold out of East-West Bancorp (EWBC) in Q4 2024, closing a stake of 10 shares — an estimated $827 sold.

Claris Advisors first reported a position in EWBC in Q3 2024 and held it in 1 quarter. The position peaked at $827 in Q3 2024. 513 funds tracked by Wall St. Rank hold EWBC as of Q4 2024.

Claris Advisors reported no remaining East-West Bancorp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 10 East-West Bancorp shares in Q4 2024, an estimated $827.
Claris Advisors first reported a position in East-West Bancorp in Q3 2024 and held it in 1 quarter.
Claris Advisors's East-West Bancorp position peaked at $827 in Q3 2024.
513 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.