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TFO Wealth Partners’s East-West Bancorp EWBC Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$554 – 279
2024
Q1 		$554 Sell
7
-4
-36% -$293 ﹤0.01% 238
2023
Q4 		$791 Hold
11
– – ﹤0.01% 240
2023
Q3 		$581 Buy
11
+4
+57% +$225 ﹤0.01% 419
2023
Q2 		$370 Hold
7
– – ﹤0.01% 347
2023
Q1 		$389 Sell
7
-2
-22% -$138 ﹤0.01% 297
2022
Q4 		$1.2K Buy
+9
New +$616 ﹤0.01% 330
2022
Q1 		– Sell
-123
Closed -$9K – 130
2021
Q4 		$9K Buy
+123
New +$9.89K ﹤0.01% 94

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFO Wealth Partners's EWBC Position: Q2 2024 in Review

TFO Wealth Partners sold out of East-West Bancorp (EWBC) in Q2 2024, closing a stake of 7 shares — an estimated $554 sold.

TFO Wealth Partners first reported a position in EWBC in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 455 funds tracked by Wall St. Rank hold EWBC as of Q2 2024.

  • TFO Wealth Partners reported no remaining East-West Bancorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 East-West Bancorp shares in Q2 2024, an estimated $554.
  • TFO Wealth Partners first reported a position in East-West Bancorp in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's East-West Bancorp position peaked at $9K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.