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Glassman Wealth Services’s East-West Bancorp EWBC Stock Holding History

Glassman Wealth Services’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
-167
Closed -$12K – 737
2023
Q4 		$12K Buy
167
+7
+4% +$421 ﹤0.01% 829
2023
Q3 		$8.43K Hold
160
– – ﹤0.01% 901
2023
Q2 		$8.45K Sell
160
-3
-2% -$152 ﹤0.01% 855
2023
Q1 		$9.05K Buy
163
+77
+90% +$5.32K ﹤0.01% 850
2022
Q4 		$5.67K Buy
86
+6
+8% +$411 ﹤0.01% 988
2022
Q3 		$5K Sell
80
-16
-17% -$1.14K ﹤0.01% 985
2022
Q2 		$6K Buy
96
+21
+28% +$1.51K ﹤0.01% 944
2022
Q1 		$6K Buy
75
+11
+17% +$928 ﹤0.01% 958
2021
Q4 		$5K Hold
64
– – ﹤0.01% 977
2021
Q3 		$5K Hold
64
– – ﹤0.01% 955
2021
Q2 		$5K Hold
64
– – ﹤0.01% 907
2021
Q1 		$5K Hold
64
– – ﹤0.01% 853
2020
Q4 		$3K Hold
64
– – ﹤0.01% 970
2020
Q3 		$2K Hold
64
– – ﹤0.01% 989
2020
Q2 		$2K Buy
64
+46
+256% +$1.54K ﹤0.01% 849
2020
Q1 		$0 Sell
18
-77
-81% -$3.21K ﹤0.01% 1247
2019
Q4 		$5K Hold
95
– – ﹤0.01% 575
2019
Q3 		$4K Buy
95
+6
+7% +$264 ﹤0.01% 568
2019
Q2 		$4K Buy
89
+3
+3% +$144 ﹤0.01% 581
2019
Q1 		$4K Buy
+86
New +$4.39K ﹤0.01% 577

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

Glassman Wealth Services's EWBC Position: Q1 2024 in Review

Glassman Wealth Services sold out of East-West Bancorp (EWBC) in Q1 2024, closing a stake of 167 shares — an estimated $12K sold.

Glassman Wealth Services first reported a position in EWBC in Q1 2019 and held it in 20 quarters. The position peaked at $12K in Q4 2023. 419 funds tracked by Wall St. Rank hold EWBC as of Q1 2024.

  • Glassman Wealth Services reported no remaining East-West Bancorp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 167 East-West Bancorp shares in Q1 2024, an estimated $12K.
  • Glassman Wealth Services first reported a position in East-West Bancorp in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's East-West Bancorp position peaked at $12K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.