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Clearview Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

Clearview 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
2023
Q3 		– Sell
-38
Closed -$567 – 331
2023
Q2 		$567 Buy
38
+12
+46% +$191 ﹤0.01% 633
2023
Q1 		$483 Buy
+26
New +$591 ﹤0.01% 617

Other funds holding HAFC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Clearview Wealth Advisors's HAFC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Hanmi Financial (HAFC) in Q3 2023, closing a stake of 38 shares — an estimated $567 sold.

Clearview Wealth Advisors first reported a position in HAFC in Q1 2023 and held it in 2 quarters. The position peaked at $567 in Q2 2023. 158 funds tracked by Wall St. Rank hold HAFC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Hanmi Financial position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 38 Hanmi Financial shares in Q3 2023, an estimated $567.
  • Clearview Wealth Advisors first reported a position in Hanmi Financial in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Hanmi Financial position peaked at $567 in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.