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Institutional & Family Asset Management’s East-West Bancorp EWBC Stock Holding History

Institutional & Family Asset Management’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
Q2 		$84.9K Buy
1,160
+273
+31% +$20.2K 0.01% 200
2024
Q1 		$70.2K Buy
+887
New +$64.9K 0.01% 210

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 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Institutional & Family Asset Management's EWBC Position: Q2 2024 in Review

Institutional & Family Asset Management increased its East-West Bancorp (EWBC) stake by 31% in Q2 2024, buying an estimated $20.2K and bringing the position to 1,160 shares worth $84.9K. The position accounts for 0.01% of the portfolio, ranked #200.

Institutional & Family Asset Management first reported a position in EWBC in Q1 2024 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold EWBC as of Q2 2024.

  • Institutional & Family Asset Management held 1,160 shares of East-West Bancorp worth $84.9K as of Q2 2024.
  • Institutional & Family Asset Management bought 273 East-West Bancorp shares in Q2 2024, an estimated $20.2K.
  • East-West Bancorp made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #200 holding.
  • Institutional & Family Asset Management first reported a position in East-West Bancorp in Q1 2024 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.