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

TCI 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	-13	Closed	-$722	–	874
2023 Q1	$722	Sell	13 -248	-95%	-$17.1K	﹤0.01%	2156
2022 Q4	$17.2K	Sell	261 -1	-0.4%	-$68	﹤0.01%	767
2022 Q3	$18K	Sell	262 -40	-13%	-$2.85K	﹤0.01%	700
2022 Q2	$20K	Buy	302 +221	+273%	+$15.9K	﹤0.01%	639
2022 Q1	$6K	Hold	81	–	–	﹤0.01%	1408
2021 Q4	$6K	Hold	81	–	–	﹤0.01%	1519
2021 Q3	$6K	Buy	81 +26	+47%	+$1.89K	﹤0.01%	1449
2021 Q2	$4K	Sell	55 -1	-2%	-$74	﹤0.01%	1564
2021 Q1	$4K	Buy	+56	New	+$3.81K	﹤0.01%	1362
2020 Q4	–	Sell	-40	Closed	-$1K	–	1578
2020 Q3	$1K	Buy	+40	New	+$1.41K	﹤0.01%	1312
2019 Q4	–	Sell	-141	Closed	-$6K	–	1577
2019 Q3	$6K	Buy	+141	New	+$6.2K	﹤0.01%	754

Other funds holding EWBC

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCI Wealth Advisors's EWBC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 13 shares — an estimated $722 sold.

TCI Wealth Advisors first reported a position in EWBC in Q3 2019 and held it in 11 quarters. The position peaked at $20K in Q2 2022. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

TCI Wealth Advisors reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 13 East-West Bancorp shares in Q2 2023, an estimated $722.
TCI Wealth Advisors first reported a position in East-West Bancorp in Q3 2019 and held it in 11 quarters.
TCI Wealth Advisors's East-West Bancorp position peaked at $20K in Q2 2022.
392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.