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Advisor Partners II’s Hope Bancorp HOPE Stock Holding History

Advisor Partners II’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
2023
Q3 		$256K Sell
28,906
-923
-3% -$8.81K 0.01% 1041
2023
Q2 		$251K Sell
29,829
-3,853
-11% -$33.6K 0.01% 885
2023
Q1 		$331K Sell
33,682
-663
-2% -$8.13K 0.02% 694
2022
Q4 		$440K Sell
34,345
-2,161
-6% -$28.6K 0.03% 557
2022
Q3 		$461K Buy
+36,506
New +$528K 0.03% 484

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisor Partners II's HOPE Position: Q3 2023 in Review

Advisor Partners II reduced its Hope Bancorp (HOPE) stake by 3.1% in Q3 2023, selling an estimated $8.81K and leaving 28,906 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1041.

Advisor Partners II first reported a position in HOPE in Q3 2022 and has held it in 5 quarters since. The position peaked at $461K in Q3 2022. 213 funds tracked by Wall St. Rank hold HOPE as of Q3 2023.

  • Advisor Partners II held 28,906 shares of Hope Bancorp worth $256K as of Q3 2023.
  • Advisor Partners II sold 923 Hope Bancorp shares in Q3 2023, an estimated $8.81K.
  • Hope Bancorp made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1041 holding.
  • Advisor Partners II first reported a position in Hope Bancorp in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Hope Bancorp position peaked at $461K in Q3 2022.
  • 213 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.