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WR Wealth Planners’s East-West Bancorp EWBC Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-27
Closed -$2.23K – 1129
2024
Q3 		$2.23K Hold
27
– – ﹤0.01% 884
2024
Q2 		$1.98K Hold
27
– – ﹤0.01% 890
2024
Q1 		$2.14K Buy
+27
New +$1.98K ﹤0.01% 867
2023
Q4 		– Sell
-27
Closed -$1.42K – 402
2023
Q3 		$1.42K Hold
27
– – ﹤0.01% 811
2023
Q2 		$1.43K Hold
27
– – ﹤0.01% 806
2023
Q1 		$1.5K Hold
27
– – ﹤0.01% 811
2022
Q4 		$1.78K Hold
27
– – ﹤0.01% 397
2022
Q3 		$1.81K Hold
27
– – ﹤0.01% 393
2022
Q2 		$1.75K Hold
27
– – ﹤0.01% 424
2022
Q1 		$2.13K Buy
+27
New +$2.28K ﹤0.01% 424

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's EWBC Position: Q4 2024 in Review

WR Wealth Planners sold out of East-West Bancorp (EWBC) in Q4 2024, closing a stake of 27 shares — an estimated $2.23K sold.

WR Wealth Planners first reported a position in EWBC in Q1 2022 and held it in 10 quarters. The position peaked at $2.23K in Q3 2024. 514 funds tracked by Wall St. Rank hold EWBC as of Q4 2024.

  • WR Wealth Planners reported no remaining East-West Bancorp position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 27 East-West Bancorp shares in Q4 2024, an estimated $2.23K.
  • WR Wealth Planners first reported a position in East-West Bancorp in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's East-West Bancorp position peaked at $2.23K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.