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HHM Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

HHM Wealth 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
2025
Q1 		– Sell
-2
Closed -$192 – 965
2024
Q4 		$192 Buy
+2
New +$196 ﹤0.01% 971
2022
Q2 		– Sell
-719
Closed -$57K – 793
2022
Q1 		$57K Buy
+719
New +$60.7K 0.01% 289

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

HHM Wealth Advisors's EWBC Position: Q1 2025 in Review

HHM Wealth Advisors sold out of East-West Bancorp (EWBC) in Q1 2025, closing a stake of 2 shares — an estimated $192 sold.

HHM Wealth Advisors first reported a position in EWBC in Q1 2022 and held it in 2 quarters. The position peaked at $57K in Q1 2022. 511 funds tracked by Wall St. Rank hold EWBC as of Q1 2025.

  • HHM Wealth Advisors reported no remaining East-West Bancorp position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 2 East-West Bancorp shares in Q1 2025, an estimated $192.
  • HHM Wealth Advisors first reported a position in East-West Bancorp in Q1 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's East-West Bancorp position peaked at $57K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.