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Ellevest Inc’s Hope Bancorp HOPE Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-257
Closed -$2.52K – 913
2023
Q1 		$2.52K Buy
+257
New +$3.15K ﹤0.01% 1399
2020
Q1 		– Sell
-61
Closed -$1K – 1176
2019
Q4 		$1K Hold
61
– – ﹤0.01% 783
2019
Q3 		$1K Buy
+61
New +$855 ﹤0.01% 399

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellevest Inc's HOPE Position: Q2 2023 in Review

Ellevest Inc sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 257 shares — an estimated $2.52K sold.

Ellevest Inc first reported a position in HOPE in Q3 2019 and held it in 3 quarters. The position peaked at $2.52K in Q1 2023. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

  • Ellevest Inc reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 257 Hope Bancorp shares in Q2 2023, an estimated $2.52K.
  • Ellevest Inc first reported a position in Hope Bancorp in Q3 2019 and held it in 3 quarters.
  • Ellevest Inc's Hope Bancorp position peaked at $2.52K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.