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Bartlett & Co Wealth Management’s Hope Bancorp HOPE Stock Holding History

Bartlett & Co 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
2021
Q3 		– Sell
-91
Closed -$1.29K – 997
2021
Q2 		$1.29K Hold
91
– – ﹤0.01% 914
2021
Q1 		$1.37K Hold
91
– – ﹤0.01% 934
2020
Q4 		$993 Buy
+91
New +$847 ﹤0.01% 1047

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's HOPE Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Hope Bancorp (HOPE) in Q3 2021, closing a stake of 91 shares — an estimated $1.29K sold.

Bartlett & Co Wealth Management first reported a position in HOPE in Q4 2020 and held it in 3 quarters. The position peaked at $1.37K in Q1 2021. 194 funds tracked by Wall St. Rank hold HOPE as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Hope Bancorp position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 91 Hope Bancorp shares in Q3 2021, an estimated $1.29K.
  • Bartlett & Co Wealth Management first reported a position in Hope Bancorp in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Hope Bancorp position peaked at $1.37K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.