VWM
EWBC icon

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

Venturi 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
2025
Q1 		– Sell
-414
Closed -$39.6K – 973
2024
Q4 		$39.6K Buy
414
+175
+73% +$17.2K ﹤0.01% 1093
2024
Q3 		$19.8K Buy
239
+29
+14% +$2.33K ﹤0.01% 1021
2024
Q2 		$15.4K Buy
210
+159
+312% +$11.8K ﹤0.01% 998
2024
Q1 		$4.04K Buy
+51
New +$3.73K ﹤0.01% 1136

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Venturi Wealth Management's EWBC Position: Q1 2025 in Review

Venturi Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2025, closing a stake of 414 shares — an estimated $39.6K sold.

Venturi Wealth Management first reported a position in EWBC in Q1 2024 and held it in 4 quarters. The position peaked at $39.6K in Q4 2024. 511 funds tracked by Wall St. Rank hold EWBC as of Q1 2025.

  • Venturi Wealth Management reported no remaining East-West Bancorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 414 East-West Bancorp shares in Q1 2025, an estimated $39.6K.
  • Venturi Wealth Management first reported a position in East-West Bancorp in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's East-West Bancorp position peaked at $39.6K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.