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Tradition Wealth Management’s East-West Bancorp EWBC Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-60
Closed -$3K – 1295
2023
Q3 		$3K Hold
60
– – ﹤0.01% 1292
2023
Q2 		$3K Buy
+60
New +$3.04K ﹤0.01% 1324

Other funds holding EWBC

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tradition Wealth Management's EWBC Position: Q4 2023 in Review

Tradition Wealth Management sold out of East-West Bancorp (EWBC) in Q4 2023, closing a stake of 60 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in EWBC in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 442 funds tracked by Wall St. Rank hold EWBC as of Q4 2023.

  • Tradition Wealth Management reported no remaining East-West Bancorp position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 60 East-West Bancorp shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in East-West Bancorp in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's East-West Bancorp position peaked at $3K in Q3 2023.
  • 442 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.