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Planned Solutions’s East-West Bancorp EWBC Stock Holding History

Planned Solutions’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
Q4 		– Sell
-955
Closed -$79K – 271
2024
Q3 		$79K Buy
+955
New +$76.6K 0.03% 239
2024
Q1 		– Sell
-560
Closed -$40.3K – 230
2023
Q4 		$40.3K Buy
+560
New +$33.7K 0.02% 306

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's EWBC Position: Q4 2024 in Review

Planned Solutions sold out of East-West Bancorp (EWBC) in Q4 2024, closing a stake of 955 shares — an estimated $79K sold.

Planned Solutions first reported a position in EWBC in Q4 2023 and held it in 2 quarters. The position peaked at $79K in Q3 2024. 513 funds tracked by Wall St. Rank hold EWBC as of Q4 2024.

  • Planned Solutions reported no remaining East-West Bancorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 955 East-West Bancorp shares in Q4 2024, an estimated $79K.
  • Planned Solutions first reported a position in East-West Bancorp in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's East-West Bancorp position peaked at $79K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.