WESPAC Advisors SoCal’s East-West Bancorp EWBC Stock Holding History

WESPAC Advisors SoCal’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
2022 Q3	–	Sell	-10,000	Closed	-$648K	–	72
2022 Q2	$648K	Sell	10,000 -6,388	-39%	-$459K	0.25%	53
2022 Q1	$1.29M	Buy	16,388 +3,888	+31%	+$328K	0.4%	45
2021 Q4	$1.09M	Buy	+12,500	New	+$1.01M	0.33%	47
2021 Q3	–	Sell	-20,000	Closed	-$1.43M	–	86
2021 Q2	$1.43M	Buy	+20,000	New	+$1.49M	0.48%	43
2021 Q1	–	Sell	-10,000	Closed	-$507K	–	75
2020 Q4	$507K	Buy	+10,000	New	+$425K	0.2%	58
2020 Q3	–	Sell	-30,000	Closed	-$1.02M	–	80
2020 Q2	$1.02M	Buy	30,000 +20,000	+200%	+$668K	0.47%	38
2020 Q1	$280K	Buy	+10,000	New	+$416K	0.16%	58
2016 Q1	–	Sell	-16,600	Closed	-$689K	–	303
2015 Q4	$689K	Buy	+16,600	New	+$683K	0.45%	41

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

WESPAC Advisors SoCal's EWBC Position: Q3 2022 in Review

WESPAC Advisors SoCal sold out of East-West Bancorp (EWBC) in Q3 2022, closing a stake of 10,000 shares — an estimated $648K sold.

WESPAC Advisors SoCal first reported a position in EWBC in Q4 2015 and held it in 8 quarters. The position peaked at $1.43M in Q2 2021. 425 funds tracked by Wall St. Rank hold EWBC as of Q3 2022.

WESPAC Advisors SoCal reported no remaining East-West Bancorp position as of Q3 2022 after selling out during the quarter.
WESPAC Advisors SoCal sold 10,000 East-West Bancorp shares in Q3 2022, an estimated $648K.
WESPAC Advisors SoCal first reported a position in East-West Bancorp in Q4 2015 and held it in 8 quarters.
WESPAC Advisors SoCal's East-West Bancorp position peaked at $1.43M in Q2 2021.
425 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2022.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2022, filed 10 Nov 2022.