Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Hope Bancorp HOPE Stock Holding History

Cambridge Investment Research 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
2024
Q3 		– Sell
-23,328
Closed -$251K – 3467
2024
Q2 		$251K Buy
23,328
+4,413
+23% +$46.5K ﹤0.01% 2846
2024
Q1 		$218K Buy
18,915
+8,262
+78% +$92.8K ﹤0.01% 2959
2023
Q4 		$129K Buy
+10,653
New +$106K ﹤0.01% 2998

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's HOPE Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Hope Bancorp (HOPE) in Q3 2024, closing a stake of 23,328 shares — an estimated $251K sold.

Cambridge Investment Research Advisors first reported a position in HOPE in Q4 2023 and held it in 3 quarters. The position peaked at $251K in Q2 2024. 222 funds tracked by Wall St. Rank hold HOPE as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Hope Bancorp position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 23,328 Hope Bancorp shares in Q3 2024, an estimated $251K.
  • Cambridge Investment Research Advisors first reported a position in Hope Bancorp in Q4 2023 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Hope Bancorp position peaked at $251K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.