PRW Wealth Management’s Eastern Bankshares EBC Stock Holding History

PRW Wealth Management’s Portfolio EBC Stock Details EBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$112K	Hold	10,000	–	–	0.04%	105
2023 Q2	$134K	Hold	10,000	–	–	0.05%	77
2023 Q1	$117K	Hold	10,000	–	–	0.05%	111
2022 Q4	$173K	Hold	10,000	–	–	0.07%	67
2022 Q3	$196K	Hold	10,000	–	–	0.09%	93
2022 Q2	$185K	Hold	10,000	–	–	0.11%	95
2022 Q1	$215K	Buy	+10,000	New	+$213K	0.1%	110

Other funds holding EBC

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

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

BlackRock New York $6.73T AUM 46.02% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PRW Wealth Management's EBC Position: Q3 2023 in Review

PRW Wealth Management held its Eastern Bankshares (EBC) position steady in Q3 2023 at 10,000 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #105.

PRW Wealth Management first reported a position in EBC in Q1 2022 and has held it in 7 quarters since. The position peaked at $215K in Q1 2022. 180 funds tracked by Wall St. Rank hold EBC as of Q3 2023.

PRW Wealth Management held 10,000 shares of Eastern Bankshares worth $112K as of Q3 2023.
PRW Wealth Management left its Eastern Bankshares share count unchanged in Q3 2023.
Eastern Bankshares made up 0.04% of PRW Wealth Management's portfolio in Q3 2023, its #105 holding.
PRW Wealth Management first reported a position in Eastern Bankshares in Q1 2022 and has held it in 7 quarters since.
PRW Wealth Management's Eastern Bankshares position peaked at $215K in Q1 2022.
180 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.