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Polaris Wealth Advisory Group’s East-West Bancorp EWBC Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-111,694
Closed -$8.48M – 145
2022
Q1 		$8.48M Buy
111,694
+16,155
+17% +$1.36M 0.57% 54
2021
Q4 		$7.52M Buy
+95,539
New +$7.68M 0.43% 71

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polaris Wealth Advisory Group's EWBC Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of East-West Bancorp (EWBC) in Q2 2022, closing a stake of 111,694 shares — an estimated $8.48M sold.

Polaris Wealth Advisory Group first reported a position in EWBC in Q4 2021 and held it in 2 quarters. The position peaked at $8.48M in Q1 2022. 404 funds tracked by Wall St. Rank hold EWBC as of Q2 2022.

  • Polaris Wealth Advisory Group reported no remaining East-West Bancorp position as of Q2 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 111,694 East-West Bancorp shares in Q2 2022, an estimated $8.48M.
  • Polaris Wealth Advisory Group first reported a position in East-West Bancorp in Q4 2021 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's East-West Bancorp position peaked at $8.48M in Q1 2022.
  • 404 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.