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Atria Wealth Solutions’s Hanmi Financial HAFC Stock Holding History

Atria Wealth Solutions’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,620
Closed -$188K – 1911
2023
Q2 		$188K Buy
12,620
+382
+3% +$6.1K ﹤0.01% 1714
2023
Q1 		$227K Sell
12,238
-8,711
-42% -$198K ﹤0.01% 1593
2022
Q4 		$518K Buy
20,949
+8,530
+69% +$217K 0.01% 1058
2022
Q3 		$294K Buy
+12,419
New +$305K 0.01% 1312

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Atria Wealth Solutions's HAFC Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Hanmi Financial (HAFC) in Q3 2023, closing a stake of 12,620 shares — an estimated $188K sold.

Atria Wealth Solutions first reported a position in HAFC in Q3 2022 and held it in 4 quarters. The position peaked at $518K in Q4 2022. 158 funds tracked by Wall St. Rank hold HAFC as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Hanmi Financial position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,620 Hanmi Financial shares in Q3 2023, an estimated $188K.
  • Atria Wealth Solutions first reported a position in Hanmi Financial in Q3 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Hanmi Financial position peaked at $518K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.