Evoke Wealth’s East-West Bancorp EWBC Stock Holding History

Evoke Wealth’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	-102	Closed	-$7K	–	635
2022 Q3	$7K	Hold	102	–	–	﹤0.01%	817
2022 Q2	$7K	Hold	102	–	–	﹤0.01%	829
2022 Q1	$8K	Hold	102	–	–	﹤0.01%	805
2021 Q4	$8K	Hold	102	–	–	﹤0.01%	820
2021 Q3	$7K	Hold	102	–	–	﹤0.01%	795
2021 Q2	$7K	Sell	102 -51	-33%	-$3.79K	﹤0.01%	803
2021 Q1	$11K	Buy	153 +51	+50%	+$3.47K	﹤0.01%	670
2020 Q4	$5K	Hold	102	–	–	﹤0.01%	712
2020 Q3	$3K	Hold	102	–	–	﹤0.01%	766
2020 Q2	$4K	Sell	102 -98	-49%	-$3.27K	﹤0.01%	718
2020 Q1	$5.15K	Hold	200	–	–	﹤0.01%	599
2019 Q4	$9.74K	Hold	200	–	–	﹤0.01%	755
2019 Q3	$8.86K	Buy	+200	New	+$8.79K	﹤0.01%	854

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evoke Wealth's EWBC Position: Q4 2022 in Review

Evoke Wealth sold out of East-West Bancorp (EWBC) in Q4 2022, closing a stake of 102 shares — an estimated $7K sold.

Evoke Wealth first reported a position in EWBC in Q3 2019 and held it in 13 quarters. The position peaked at $11K in Q1 2021. 433 funds tracked by Wall St. Rank hold EWBC as of Q4 2022.

Evoke Wealth reported no remaining East-West Bancorp position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 102 East-West Bancorp shares in Q4 2022, an estimated $7K.
Evoke Wealth first reported a position in East-West Bancorp in Q3 2019 and held it in 13 quarters.
Evoke Wealth's East-West Bancorp position peaked at $11K in Q1 2021.
433 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.