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Berman Capital Advisors’s Hope Bancorp HOPE Stock Holding History

Berman Capital 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
2021
Q3 		$30K Buy
2,141
+407
+23% +$5.55K ﹤0.01% 858
2021
Q2 		$24K Buy
1,734
+251
+17% +$3.8K ﹤0.01% 838
2021
Q1 		$22K Sell
1,483
-14
-0.9% -$186 ﹤0.01% 750
2020
Q4 		$16K Sell
1,497
-364
-20% -$3.39K ﹤0.01% 737
2020
Q3 		$14K Buy
1,861
+1,272
+216% +$10.6K ﹤0.01% 688
2020
Q2 		$5K Buy
589
+327
+125% +$2.93K ﹤0.01% 976
2020
Q1 		$2K Buy
262
+116
+79% +$1.45K ﹤0.01% 1134
2019
Q4 		$2K Hold
146
– – ﹤0.01% 1207
2019
Q3 		$2K Hold
146
– – ﹤0.01% 1190
2019
Q2 		$2K Buy
+146
New +$1.99K ﹤0.01% 1199

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

Berman Capital Advisors's HOPE Position: Q3 2021 in Review

Berman Capital Advisors increased its Hope Bancorp (HOPE) stake by 23% in Q3 2021, buying an estimated $5.55K and bringing the position to 2,141 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Berman Capital Advisors first reported a position in HOPE in Q2 2019 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold HOPE as of Q3 2021.

  • Berman Capital Advisors held 2,141 shares of Hope Bancorp worth $30K as of Q3 2021.
  • Berman Capital Advisors bought 407 Hope Bancorp shares in Q3 2021, an estimated $5.55K.
  • Hope Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #858 holding.
  • Berman Capital Advisors first reported a position in Hope Bancorp in Q2 2019 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.