Valeo Financial Advisors’s East-West Bancorp EWBC Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-97	Closed	-$7K	–	923
2021 Q1	$7K	Buy	97 +11	+13%	+$748	﹤0.01%	1447
2020 Q4	$4K	Hold	86	–	–	﹤0.01%	1407
2020 Q3	$3K	Sell	86 -27	-24%	-$954	﹤0.01%	1340
2020 Q2	$4K	Buy	113 +27	+31%	+$902	﹤0.01%	1581
2020 Q1	$3K	Hold	86	–	–	﹤0.01%	1408
2019 Q4	$4K	Sell	86 -91	-51%	-$4.1K	﹤0.01%	1338
2019 Q3	$8K	Hold	177	–	–	﹤0.01%	1075
2019 Q2	$8K	Hold	177	–	–	﹤0.01%	1074
2019 Q1	$8K	Sell	177 -11	-6%	-$562	﹤0.01%	1022
2018 Q4	$8K	Hold	188	–	–	﹤0.01%	939
2018 Q3	$10K	Hold	188	–	–	﹤0.01%	961
2018 Q2	$12K	Sell	188 -28	-13%	-$1.89K	﹤0.01%	898
2018 Q1	$14K	Sell	216 -4	-2%	-$262	﹤0.01%	829
2017 Q4	$13K	Buy	220 +1	+0.5%	+$60	﹤0.01%	768
2017 Q3	$13K	Buy	+219	New	+$12.4K	﹤0.01%	638

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valeo Financial Advisors's EWBC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of East-West Bancorp (EWBC) in Q2 2021, closing a stake of 97 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in EWBC in Q3 2017 and held it in 15 quarters. The position peaked at $14K in Q1 2018. 373 funds tracked by Wall St. Rank hold EWBC as of Q2 2021.

Valeo Financial Advisors reported no remaining East-West Bancorp position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 97 East-West Bancorp shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in East-West Bancorp in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's East-West Bancorp position peaked at $14K in Q1 2018.
373 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.