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San Luis Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

San Luis Wealth Advisors’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
2023
Q2 		– Sell
-10,876
Closed -$604K – 169
2023
Q1 		$604K Sell
10,876
-3,132
-22% -$216K 0.23% 105
2022
Q4 		$923K Buy
+14,008
New +$959K 0.86% 40

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

San Luis Wealth Advisors's EWBC Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 10,876 shares — an estimated $604K sold.

San Luis Wealth Advisors first reported a position in EWBC in Q4 2022 and held it in 2 quarters. The position peaked at $923K in Q4 2022. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

  • San Luis Wealth Advisors reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 10,876 East-West Bancorp shares in Q2 2023, an estimated $604K.
  • San Luis Wealth Advisors first reported a position in East-West Bancorp in Q4 2022 and held it in 2 quarters.
  • San Luis Wealth Advisors's East-West Bancorp position peaked at $923K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.