Crewe Advisors’s Hope Bancorp HOPE Stock Holding History

Crewe 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
2020 Q4	–	Sell	-274	Closed	-$2K	–	543
2020 Q3	$2K	Buy	+274	New	+$2.29K	﹤0.01%	508

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crewe Advisors's HOPE Position: Q4 2020 in Review

Crewe Advisors sold out of Hope Bancorp (HOPE) in Q4 2020, closing a stake of 274 shares — an estimated $2K sold.

Crewe Advisors first reported a position in HOPE in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 202 funds tracked by Wall St. Rank hold HOPE as of Q4 2020.

Crewe Advisors reported no remaining Hope Bancorp position as of Q4 2020 after selling out during the quarter.
Crewe Advisors sold 274 Hope Bancorp shares in Q4 2020, an estimated $2K.
Crewe Advisors first reported a position in Hope Bancorp in Q3 2020 and held it in 1 quarter.
Crewe Advisors's Hope Bancorp position peaked at $2K in Q3 2020.
202 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2020.

Based on Crewe Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.