AWM
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Avior Wealth Management’s Hope Bancorp HOPE Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-23
Closed -$264 – 2912
2024
Q1 		$264 Buy
+23
New +$258 ﹤0.01% 2765
2021
Q1 		– Sell
-54
Closed – – 1072
2020
Q4 		$0 Buy
+54
New +$503 ﹤0.01% 1018

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avior Wealth Management's HOPE Position: Q2 2024 in Review

Avior Wealth Management sold out of Hope Bancorp (HOPE) in Q2 2024, closing a stake of 23 shares — an estimated $264 sold.

Avior Wealth Management first reported a position in HOPE in Q4 2020 and held it in 2 quarters. The position peaked at $264 in Q1 2024. 208 funds tracked by Wall St. Rank hold HOPE as of Q2 2024.

  • Avior Wealth Management reported no remaining Hope Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 23 Hope Bancorp shares in Q2 2024, an estimated $264.
  • Avior Wealth Management first reported a position in Hope Bancorp in Q4 2020 and held it in 2 quarters.
  • Avior Wealth Management's Hope Bancorp position peaked at $264 in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.