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

Modera 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
Q1 		– Sell
-2,743
Closed -$216K – 430
2021
Q4 		$216K Buy
+2,743
New +$221K 0.01% 542

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State Street
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Boston Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
T. Rowe Price Associates
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Citadel Advisors
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Modera Wealth Management's EWBC Position: Q1 2022 in Review

Modera Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2022, closing a stake of 2,743 shares — an estimated $216K sold.

Modera Wealth Management first reported a position in EWBC in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 425 funds tracked by Wall St. Rank hold EWBC as of Q1 2022.

  • Modera Wealth Management reported no remaining East-West Bancorp position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,743 East-West Bancorp shares in Q1 2022, an estimated $216K.
  • Modera Wealth Management first reported a position in East-West Bancorp in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's East-West Bancorp position peaked at $216K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.