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Summit Wealth Group’s East-West Bancorp EWBC Stock Holding History

Summit Wealth Group’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
2021
Q3 		– Sell
-190
Closed -$14K – 105
2021
Q2 		$14K Hold
190
– – 0.02% 93
2021
Q1 		$14K Buy
+190
New +$12.9K 0.02% 84

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth Group's EWBC Position: Q3 2021 in Review

Summit Wealth Group sold out of East-West Bancorp (EWBC) in Q3 2021, closing a stake of 190 shares — an estimated $14K sold.

Summit Wealth Group first reported a position in EWBC in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 389 funds tracked by Wall St. Rank hold EWBC as of Q3 2021.

  • Summit Wealth Group reported no remaining East-West Bancorp position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 190 East-West Bancorp shares in Q3 2021, an estimated $14K.
  • Summit Wealth Group first reported a position in East-West Bancorp in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's East-West Bancorp position peaked at $14K in Q2 2021.
  • 389 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.