GWMI
EBC icon

Guardian Wealth Management (Illinois)’s Eastern Bankshares EBC Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,536
Closed -$119K – 225
2022
Q1 		$119K Buy
5,536
+1,739
+46% +$37K 0.12% 88
2021
Q4 		$77K Buy
+3,797
New +$78.8K 0.07% 98

Other funds holding EBC

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s EBC Position: Q2 2022 in Review

Guardian Wealth Management (Illinois) sold out of Eastern Bankshares (EBC) in Q2 2022, closing a stake of 5,536 shares — an estimated $119K sold.

Guardian Wealth Management (Illinois) first reported a position in EBC in Q4 2021 and held it in 2 quarters. The position peaked at $119K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q2 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Eastern Bankshares position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 5,536 Eastern Bankshares shares in Q2 2022, an estimated $119K.
  • Guardian Wealth Management (Illinois) first reported a position in Eastern Bankshares in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Management (Illinois)'s Eastern Bankshares position peaked at $119K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2022, filed 15 Aug 2022.