BAM
HOPE icon

Belpointe Asset Management’s Hope Bancorp HOPE Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,325
Closed -$13K – 1775
2023
Q1 		$13K Buy
1,325
+40
+3% +$490 ﹤0.01% 2563
2022
Q4 		$16.5K Buy
+1,285
New +$17K ﹤0.01% 2312

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's HOPE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 1,325 shares — an estimated $13K sold.

Belpointe Asset Management first reported a position in HOPE in Q4 2022 and held it in 2 quarters. The position peaked at $16.5K in Q4 2022. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,325 Hope Bancorp shares in Q2 2023, an estimated $13K.
  • Belpointe Asset Management first reported a position in Hope Bancorp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Hope Bancorp position peaked at $16.5K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.