Mascoma Wealth Management’s East-West Bancorp EWBC Stock Holding History

Mascoma Wealth 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
2022 Q4	–	Sell	-435	Closed	-$29K	–	638
2022 Q3	$29K	Hold	435	–	–	0.01%	293
2022 Q2	$28K	Hold	435	–	–	0.01%	308
2022 Q1	$34K	Hold	435	–	–	0.01%	313
2021 Q4	$34K	Hold	435	–	–	0.01%	262
2021 Q3	$34K	Buy	+435	New	+$31.7K	0.01%	238
2021 Q2	–	Sell	-435	Closed	-$32K	–	216
2021 Q1	$32K	Buy	+435	New	+$29.6K	0.01%	251
2019 Q3	–	Sell	-435	Closed	-$20K	–	165
2019 Q2	$20K	Hold	435	–	–	0.01%	229
2019 Q1	$21K	Hold	435	–	–	0.01%	217
2018 Q4	$19K	Hold	435	–	–	0.01%	218
2018 Q3	$26K	Hold	435	–	–	0.02%	212
2018 Q2	$28K	Hold	435	–	–	0.02%	197
2018 Q1	$27K	Hold	435	–	–	0.02%	195
2017 Q4	$29K	Buy	+435	New	+$25.9K	0.02%	180

Other funds holding EWBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Mascoma Wealth Management's EWBC Position: Q4 2022 in Review

Mascoma Wealth Management sold out of East-West Bancorp (EWBC) in Q4 2022, closing a stake of 435 shares — an estimated $29K sold.

Mascoma Wealth Management first reported a position in EWBC in Q4 2017 and held it in 13 quarters. The position peaked at $34K in Q1 2022. 434 funds tracked by Wall St. Rank hold EWBC as of Q4 2022.

Mascoma Wealth Management reported no remaining East-West Bancorp position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 435 East-West Bancorp shares in Q4 2022, an estimated $29K.
Mascoma Wealth Management first reported a position in East-West Bancorp in Q4 2017 and held it in 13 quarters.
Mascoma Wealth Management's East-West Bancorp position peaked at $34K in Q1 2022.
434 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.