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SYSTM Wealth Solutions’s East-West Bancorp EWBC Stock Holding History

SYSTM Wealth Solutions’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
-278
Closed -$20.4K – 279
2024
Q2 		$20.4K Sell
278
-640
-70% -$47.5K ﹤0.01% 368
2024
Q1 		$72.6K Buy
918
+19
+2% +$1.39K 0.01% 525
2023
Q4 		$64.7K Buy
+899
New +$54.1K 0.01% 536

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

SYSTM Wealth Solutions's EWBC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of East-West Bancorp (EWBC) in Q3 2024, closing a stake of 278 shares — an estimated $20.4K sold.

SYSTM Wealth Solutions first reported a position in EWBC in Q4 2023 and held it in 3 quarters. The position peaked at $72.6K in Q1 2024. 468 funds tracked by Wall St. Rank hold EWBC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining East-West Bancorp position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 278 East-West Bancorp shares in Q3 2024, an estimated $20.4K.
  • SYSTM Wealth Solutions first reported a position in East-West Bancorp in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's East-West Bancorp position peaked at $72.6K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.