WIA
EWBC icon

Wetzel Investment Advisors’s East-West Bancorp EWBC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-13
Closed -$1.03K – 372
2024
Q2 		$1.03K Sell
13
-77
-86% -$5.71K ﹤0.01% 817
2024
Q1 		$6.46K Sell
90
-14
-13% -$1.02K ﹤0.01% 625
2023
Q4 		$7K Buy
+104
New +$6.26K ﹤0.01% 602

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
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Wetzel Investment Advisors's EWBC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of East-West Bancorp (EWBC) in Q3 2024, closing a stake of 13 shares — an estimated $1.03K sold.

Wetzel Investment Advisors first reported a position in EWBC in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 468 funds tracked by Wall St. Rank hold EWBC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining East-West Bancorp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 13 East-West Bancorp shares in Q3 2024, an estimated $1.03K.
  • Wetzel Investment Advisors first reported a position in East-West Bancorp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's East-West Bancorp position peaked at $7K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.