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Capital Performance Advisors’s Hope Bancorp HOPE Stock Holding History

Capital Performance 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
Q4 		– Sell
-815
Closed -$10.2K – 1263
2024
Q3 		$10.2K Buy
+815
New +$9.96K ﹤0.01% 833

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Hope Bancorp (HOPE) in Q4 2024, closing a stake of 815 shares — an estimated $10.2K sold.

Capital Performance Advisors first reported a position in HOPE in Q3 2024 and held it in 1 quarter. The position peaked at $10.2K in Q3 2024. 232 funds tracked by Wall St. Rank hold HOPE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hope Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 815 Hope Bancorp shares in Q4 2024, an estimated $10.2K.
  • Capital Performance Advisors first reported a position in Hope Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hope Bancorp position peaked at $10.2K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2024.

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