Ellevest Inc’s Hanmi Financial HAFC Stock Holding History

Ellevest Inc’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
2022 Q3	–	Sell	-98	Closed	-$2K	–	1700
2022 Q2	$2K	Sell	98 -7	-7%	-$162	﹤0.01%	1157
2022 Q1	$3K	Hold	105	–	–	﹤0.01%	1131
2021 Q4	$2K	Buy	+105	New	+$2.35K	﹤0.01%	1162

Other funds holding HAFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return

Ellevest Inc's HAFC Position: Q3 2022 in Review

Ellevest Inc sold out of Hanmi Financial (HAFC) in Q3 2022, closing a stake of 98 shares — an estimated $2K sold.

Ellevest Inc first reported a position in HAFC in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 154 funds tracked by Wall St. Rank hold HAFC as of Q3 2022.

Ellevest Inc reported no remaining Hanmi Financial position as of Q3 2022 after selling out during the quarter.
Ellevest Inc sold 98 Hanmi Financial shares in Q3 2022, an estimated $2K.
Ellevest Inc first reported a position in Hanmi Financial in Q4 2021 and held it in 3 quarters.
Ellevest Inc's Hanmi Financial position peaked at $3K in Q1 2022.
154 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.