CWA
HAFC icon

Carolina Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

Carolina Wealth 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
Q1 		– Sell
-24,921
Closed -$483K – 231
2023
Q4 		$483K Sell
24,921
-428
-2% -$7.2K 0.25% 59
2023
Q3 		$411K Buy
25,349
+1,504
+6% +$26K 0.23% 65
2023
Q2 		$356K Buy
23,845
+1,458
+7% +$23.3K 0.21% 57
2023
Q1 		$416K Buy
22,387
+3,333
+17% +$75.7K 0.24% 61
2022
Q4 		$472K Buy
19,054
+2,164
+13% +$55.1K 0.3% 40
2022
Q3 		$400K Buy
16,890
+1,665
+11% +$40.9K 0.31% 35
2022
Q2 		$342K Buy
15,225
+2,535
+20% +$58.8K 0.23% 45
2022
Q1 		$312K Buy
12,690
+1,047
+9% +$27K 0.2% 48
2021
Q4 		$276K Buy
11,643
+2,642
+29% +$59K 0.16% 48
2021
Q3 		$181K Buy
9,001
+1,564
+21% +$29K 0.12% 70
2021
Q2 		$142K Buy
7,437
+1,644
+28% +$33.7K 0.1% 78
2021
Q1 		$114K Buy
+5,793
New +$94K 0.08% 68

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolina Wealth Advisors's HAFC Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of Hanmi Financial (HAFC) in Q1 2024, closing a stake of 24,921 shares — an estimated $483K sold.

Carolina Wealth Advisors first reported a position in HAFC in Q1 2021 and held it in 12 quarters. The position peaked at $483K in Q4 2023. 180 funds tracked by Wall St. Rank hold HAFC as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining Hanmi Financial position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 24,921 Hanmi Financial shares in Q1 2024, an estimated $483K.
  • Carolina Wealth Advisors first reported a position in Hanmi Financial in Q1 2021 and held it in 12 quarters.
  • Carolina Wealth Advisors's Hanmi Financial position peaked at $483K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.