Stratos Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Stratos Wealth Advisors’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 Q2	–	Sell	-18,040	Closed	-$228K	–	628
2023 Q1	$228K	Hold	18,040	–	–	0.02%	555
2022 Q4	$311K	Hold	18,040	–	–	0.03%	467
2022 Q3	$354K	Hold	18,040	–	–	0.04%	402
2022 Q2	$333K	Hold	18,040	–	–	0.03%	419
2022 Q1	$389K	Hold	18,040	–	–	0.03%	419
2021 Q4	$364K	Hold	18,040	–	–	0.03%	433
2021 Q3	$366K	Hold	18,040	–	–	0.03%	405
2021 Q2	$371K	Buy	18,040 +4,840	+37%	+$103K	0.03%	407
2021 Q1	$255K	Buy	+13,200	New	+$229K	0.03%	423

Other funds holding EBC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Advisors's EBC Position: Q2 2023 in Review

Stratos Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 18,040 shares — an estimated $228K sold.

Stratos Wealth Advisors first reported a position in EBC in Q1 2021 and held it in 9 quarters. The position peaked at $389K in Q1 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

Stratos Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 18,040 Eastern Bankshares shares in Q2 2023, an estimated $228K.
Stratos Wealth Advisors first reported a position in Eastern Bankshares in Q1 2021 and held it in 9 quarters.
Stratos Wealth Advisors's Eastern Bankshares position peaked at $389K in Q1 2022.
179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Stratos Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.