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Capital Performance Advisors’s Hanmi Financial HAFC Stock Holding History

Capital Performance Advisors’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,627
Closed -$48.9K – 1203
2024
Q3 		$48.9K Buy
+2,627
New +$49.2K 0.01% 357

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Performance Advisors's HAFC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hanmi Financial (HAFC) in Q4 2024, closing a stake of 2,627 shares — an estimated $48.9K sold.

Capital Performance Advisors first reported a position in HAFC in Q3 2024 and held it in 1 quarter. The position peaked at $48.9K in Q3 2024. 182 funds tracked by Wall St. Rank hold HAFC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hanmi Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,627 Hanmi Financial shares in Q4 2024, an estimated $48.9K.
  • Capital Performance Advisors first reported a position in Hanmi Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hanmi Financial position peaked at $48.9K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.