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GW Henssler & Associates’s East-West Bancorp EWBC Stock Holding History

GW Henssler & Associates’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
2023
Q3 		– Sell
-4,754
Closed -$251K – 233
2023
Q2 		$251K Hold
4,754
– – 0.02% 171
2023
Q1 		$264K Buy
4,754
+89
+2% +$6.14K 0.02% 185
2022
Q4 		$307K Hold
4,665
– – 0.02% 158
2022
Q3 		$313K Sell
4,665
-1
-0% -$71 0.02% 137
2022
Q2 		$302K Buy
4,666
+8
+0.2% +$574 0.02% 150
2022
Q1 		$368K Hold
4,658
– – 0.02% 166
2021
Q4 		$366K Buy
+4,658
New +$375K 0.02% 187
2021
Q3 		– Sell
-5,606
Closed -$402K – 147
2021
Q2 		$402K Sell
5,606
-266
-5% -$19.8K 0.03% 158
2021
Q1 		$433K Hold
5,872
– – 0.03% 138
2020
Q4 		$298K Buy
+5,872
New +$249K 0.02% 171
2020
Q3 		– Sell
-5,785
Closed -$210K – 216
2020
Q2 		$210K Sell
5,785
-4,206
-42% -$141K 0.02% 180
2020
Q1 		$257K Sell
9,991
-778
-7% -$32.4K 0.03% 168
2019
Q4 		$524K Buy
10,769
+2,269
+27% +$102K 0.04% 123
2019
Q3 		$376K Sell
8,500
-1,400
-14% -$61.5K 0.03% 132
2019
Q2 		$463K Buy
9,900
+1,358
+16% +$65.1K 0.04% 126
2019
Q1 		$410K Buy
+8,542
New +$436K 0.04% 151
2017
Q2 		– Sell
-4,573
Closed -$236K – 145
2017
Q1 		$236K Sell
4,573
-249
-5% -$13.1K 0.03% 130
2016
Q4 		$245K Buy
+4,822
New +$214K 0.03% 127
2015
Q2 		– Sell
-5,801
Closed -$235K – 171
2015
Q1 		$235K Buy
5,801
+135
+2% +$5.28K 0.03% 155
2014
Q4 		$219K Buy
+5,666
New +$205K 0.02% 152

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GW Henssler & Associates's EWBC Position: Q3 2023 in Review

GW Henssler & Associates sold out of East-West Bancorp (EWBC) in Q3 2023, closing a stake of 4,754 shares — an estimated $251K sold.

GW Henssler & Associates first reported a position in EWBC in Q4 2014 and held it in 20 quarters. The position peaked at $524K in Q4 2019. 395 funds tracked by Wall St. Rank hold EWBC as of Q3 2023.

  • GW Henssler & Associates reported no remaining East-West Bancorp position as of Q3 2023 after selling out during the quarter.
  • GW Henssler & Associates sold 4,754 East-West Bancorp shares in Q3 2023, an estimated $251K.
  • GW Henssler & Associates first reported a position in East-West Bancorp in Q4 2014 and held it in 20 quarters.
  • GW Henssler & Associates's East-West Bancorp position peaked at $524K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2023.

Based on GW Henssler & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.