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Simplicity Wealth’s East-West Bancorp EWBC Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-3,381
Closed -$248K – 715
2024
Q2 		$248K Buy
3,381
+237
+8% +$17.6K 0.01% 1018
2024
Q1 		$249K Buy
+3,144
New +$230K 0.01% 989

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Simplicity Wealth's EWBC Position: Q3 2024 in Review

Simplicity Wealth sold out of East-West Bancorp (EWBC) in Q3 2024, closing a stake of 3,381 shares — an estimated $248K sold.

Simplicity Wealth first reported a position in EWBC in Q1 2024 and held it in 2 quarters. The position peaked at $249K in Q1 2024. 468 funds tracked by Wall St. Rank hold EWBC as of Q3 2024.

  • Simplicity Wealth reported no remaining East-West Bancorp position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,381 East-West Bancorp shares in Q3 2024, an estimated $248K.
  • Simplicity Wealth first reported a position in East-West Bancorp in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's East-West Bancorp position peaked at $249K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.