Burt Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

Burt Wealth 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
2020 Q3	–	Sell	-312	Closed	-$3K	–	418
2020 Q2	$3K	Hold	312	–	–	﹤0.01%	314
2020 Q1	$3K	Buy	+312	New	+$3.9K	﹤0.01%	329

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burt Wealth Advisors's HOPE Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Hope Bancorp (HOPE) in Q3 2020, closing a stake of 312 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in HOPE in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 199 funds tracked by Wall St. Rank hold HOPE as of Q3 2020.

Burt Wealth Advisors reported no remaining Hope Bancorp position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 312 Hope Bancorp shares in Q3 2020, an estimated $3K.
Burt Wealth Advisors first reported a position in Hope Bancorp in Q1 2020 and held it in 2 quarters.
Burt Wealth Advisors's Hope Bancorp position peaked at $3K in Q2 2020.
199 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.