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Affinity Investment Advisors’s Hope Bancorp HOPE Stock Holding History

Affinity Investment Advisors’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 		– Sell
-51,471
Closed -$433K – 188
2023
Q2 		$433K Sell
51,471
-9,345
-15% -$81.6K 0.25% 142
2023
Q1 		$597K Sell
60,816
-473
-0.8% -$5.8K 0.32% 126
2022
Q4 		$785K Sell
61,289
-324
-0.5% -$4.29K 0.36% 100
2022
Q3 		$779K Sell
61,613
-2,647
-4% -$38.3K 0.4% 87
2022
Q2 		$889K Hold
64,260
– – 0.43% 71
2022
Q1 		$1.03M Buy
+64,260
New +$1.06M 0.42% 78

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

Affinity Investment Advisors's HOPE Position: Q3 2023 in Review

Affinity Investment Advisors sold out of Hope Bancorp (HOPE) in Q3 2023, closing a stake of 51,471 shares — an estimated $433K sold.

Affinity Investment Advisors first reported a position in HOPE in Q1 2022 and held it in 6 quarters. The position peaked at $1.03M in Q1 2022. 213 funds tracked by Wall St. Rank hold HOPE as of Q3 2023.

  • Affinity Investment Advisors reported no remaining Hope Bancorp position as of Q3 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 51,471 Hope Bancorp shares in Q3 2023, an estimated $433K.
  • Affinity Investment Advisors first reported a position in Hope Bancorp in Q1 2022 and held it in 6 quarters.
  • Affinity Investment Advisors's Hope Bancorp position peaked at $1.03M in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2023.

Based on Affinity Investment Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.