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RPg Family Wealth Advisory’s Eastern Bankshares EBC Stock Holding History

RPg Family Wealth Advisory’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
2022
Q2 		– Sell
-2,500
Closed -$53.9K – 138
2022
Q1 		$53.9K Hold
2,500
– – 0.02% 152
2021
Q4 		$50.4K Hold
2,500
– – 0.02% 165
2021
Q3 		$50.8K Hold
2,500
– – 0.02% 169
2021
Q2 		$51.4K Buy
+2,500
New +$53K 0.02% 165

Other funds holding EBC

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RPg Family Wealth Advisory's EBC Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Eastern Bankshares (EBC) in Q2 2022, closing a stake of 2,500 shares — an estimated $53.9K sold.

RPg Family Wealth Advisory first reported a position in EBC in Q2 2021 and held it in 4 quarters. The position peaked at $53.9K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining Eastern Bankshares position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 2,500 Eastern Bankshares shares in Q2 2022, an estimated $53.9K.
  • RPg Family Wealth Advisory first reported a position in Eastern Bankshares in Q2 2021 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Eastern Bankshares position peaked at $53.9K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.