Cassady Schiller Wealth Management’s Hope Bancorp HOPE Stock Holding History

Cassady Schiller Wealth Management’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	$1.24K	Buy	+101	New	+$1.31K	﹤0.01%	730

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management's HOPE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Hope Bancorp (HOPE) in Q4 2024: 101 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

232 funds tracked by Wall St. Rank hold HOPE as of Q4 2024.

Cassady Schiller Wealth Management held 101 shares of Hope Bancorp worth $1.24K as of Q4 2024.
Hope Bancorp was a new Cassady Schiller Wealth Management position in Q4 2024.
Hope Bancorp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #730 holding.
232 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.