AG
HOPE icon

Advisor Group’s Hope Bancorp HOPE Stock Holding History

Advisor Group’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$33K Sell
2,216
-446
-17% -$6.47K ﹤0.01% 3677
2019
Q3 		$39K Buy
2,662
+39
+1% +$547 ﹤0.01% 3557
2019
Q2 		$37K Buy
2,623
+68
+3% +$927 ﹤0.01% 3567
2019
Q1 		$35K Sell
2,555
-536
-17% -$7.48K ﹤0.01% 3627
2018
Q4 		$37K Buy
3,091
+139
+5% +$1.99K ﹤0.01% 3402
2018
Q3 		$48K Sell
2,952
-161
-5% -$2.79K ﹤0.01% 3320
2018
Q2 		$56K Sell
3,113
-179
-5% -$3.24K ﹤0.01% 3000
2018
Q1 		$60K Buy
3,292
+62
+2% +$1.15K ﹤0.01% 2925
2017
Q4 		$59K Buy
3,230
+58
+2% +$1.05K ﹤0.01% 2956
2017
Q3 		$56K Buy
3,172
+145
+5% +$2.48K ﹤0.01% 2859
2017
Q2 		$57K Buy
3,027
+506
+20% +$9.39K ﹤0.01% 2744
2017
Q1 		$48K Hold
2,521
– – ﹤0.01% 2737
2016
Q4 		$55K Sell
2,521
-195
-7% -$3.69K ﹤0.01% 2540
2016
Q3 		$47K Sell
2,716
-262
-9% -$4.25K ﹤0.01% 2586
2016
Q2 		$43K Buy
+2,978
New +$46.1K ﹤0.01% 2530

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisor Group's HOPE Position: Q4 2019 in Review

Advisor Group reduced its Hope Bancorp (HOPE) stake by 17% in Q4 2019, selling an estimated $6.47K and leaving 2,216 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Advisor Group first reported a position in HOPE in Q2 2016 and has held it in 15 quarters since. The position peaked at $60K in Q1 2018. 217 funds tracked by Wall St. Rank hold HOPE as of Q4 2019.

  • Advisor Group held 2,216 shares of Hope Bancorp worth $33K as of Q4 2019.
  • Advisor Group sold 446 Hope Bancorp shares in Q4 2019, an estimated $6.47K.
  • Hope Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3677 holding.
  • Advisor Group first reported a position in Hope Bancorp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Hope Bancorp position peaked at $60K in Q1 2018.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.