Envestnet Asset Management’s Hope Bancorp HOPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,195
| Closed | -$175K | – | 4228 |
|
|
2024
Q1 | $175K | Sell |
15,195
-6,376
| -30% | -$71.6K | ﹤0.01% | 3973 |
|
|
2023
Q4 | $261K | Buy |
21,571
+1,691
| +9% | +$16.8K | ﹤0.01% | 3689 |
|
|
2023
Q3 | $176K | Buy |
19,880
+724
| +4% | +$6.91K | ﹤0.01% | 3769 |
|
|
2023
Q2 | $161K | Buy |
19,156
+640
| +3% | +$5.59K | ﹤0.01% | 3760 |
|
|
2023
Q1 | $182K | Buy |
18,516
+3,341
| +22% | +$41K | ﹤0.01% | 3677 |
|
|
2022
Q4 | $194K | Sell |
15,175
-247
| -2% | -$3.27K | ﹤0.01% | 3676 |
|
|
2022
Q3 | $195K | Buy |
15,422
+1,469
| +11% | +$21.3K | ﹤0.01% | 3592 |
|
|
2022
Q2 | $193K | Sell |
13,953
-23
| -0.2% | -$336 | ﹤0.01% | 3614 |
|
|
2022
Q1 | $225K | Buy |
13,976
+2,547
| +22% | +$42K | ﹤0.01% | 3622 |
|
|
2021
Q4 | $168K | Buy |
11,429
+1,272
| +13% | +$18.8K | ﹤0.01% | 3685 |
|
|
2021
Q3 | $147K | Buy |
+10,157
| New | +$138K | ﹤0.01% | 3544 |
|
|
2020
Q2 | – | Sell |
-44,726
| Closed | -$368K | – | 3126 |
|
|
2020
Q1 | $368K | Sell |
44,726
-2,808
| -6% | -$35.1K | ﹤0.01% | 2452 |
|
|
2019
Q4 | $706K | Sell |
47,534
-14,652
| -24% | -$213K | ﹤0.01% | 2234 |
|
|
2019
Q3 | $892K | Buy |
62,186
+1,482
| +2% | +$20.8K | ﹤0.01% | 2020 |
|
|
2019
Q2 | $837K | Buy |
60,704
+5,716
| +10% | +$78K | ﹤0.01% | 2069 |
|
|
2019
Q1 | $719K | Buy |
54,988
+12,112
| +28% | +$169K | ﹤0.01% | 2105 |
|
|
2018
Q4 | $509K | Buy |
+42,876
| New | +$613K | ﹤0.01% | 2146 |
|
|
2018
Q3 | – | Sell |
-244
| Closed | -$4K | – | 1847 |
|
|
2018
Q2 | $4K | Buy |
244
+12
| +5% | +$217 | ﹤0.01% | 2661 |
|
|
2018
Q1 | $4K | Sell |
232
-818
| -78% | -$15.2K | ﹤0.01% | 2627 |
|
|
2017
Q4 | $19K | Sell |
1,050
-124
| -11% | -$2.25K | ﹤0.01% | 2529 |
|
|
2017
Q3 | $21K | Sell |
1,174
-5,194
| -82% | -$88.8K | ﹤0.01% | 2486 |
|
|
2017
Q2 | $117K | Buy |
6,368
+8
| +0.1% | +$149 | ﹤0.01% | 2078 |
|
|
2017
Q1 | $122K | Sell |
6,360
-1,099
| -15% | -$23.1K | ﹤0.01% | 2111 |
|
|
2016
Q4 | $164K | Sell |
7,459
-6,956
| -48% | -$131K | ﹤0.01% | 1973 |
|
|
2016
Q3 | $250K | Buy |
+14,415
| New | +$234K | ﹤0.01% | 1922 |
|
|
2016
Q2 | – | Sell |
-10,440
| Closed | -$159K | – | 3110 |
|
|
2016
Q1 | $159K | Buy |
10,440
+7,101
| +213% | +$106K | ﹤0.01% | 2190 |
|
|
2015
Q4 | $57K | Buy |
3,339
+953
| +40% | +$16.4K | ﹤0.01% | 2622 |
|
|
2015
Q3 | $36K | Buy |
+2,386
| New | +$35.7K | ﹤0.01% | 2778 |
|
|
2015
Q1 | – | Sell |
-1,278
| Closed | -$18K | – | 2205 |
|
|
2014
Q4 | $18K | Buy |
1,278
+21
| +2% | +$297 | ﹤0.01% | 1784 |
|
|
2014
Q3 | $18K | Buy |
1,257
+677
| +117% | +$10.2K | ﹤0.01% | 1920 |
|
|
2014
Q2 | $9K | Buy |
580
+510
| +729% | +$8.08K | ﹤0.01% | 2084 |
|
|
2014
Q1 | $1K | Buy |
+70
| New | +$1.15K | ﹤0.01% | 2413 |
|
Other funds holding HOPE
Envestnet Asset Management's HOPE Position: Q2 2024 in Review
Envestnet Asset Management sold out of Hope Bancorp (HOPE) in Q2 2024, closing a stake of 15,195 shares — an estimated $175K sold.
Envestnet Asset Management first reported a position in HOPE in Q1 2014 and held it in 32 quarters. The position peaked at $892K in Q3 2019. 208 funds tracked by Wall St. Rank hold HOPE as of Q2 2024.
- Envestnet Asset Management reported no remaining Hope Bancorp position as of Q2 2024 after selling out during the quarter.
- Envestnet Asset Management sold 15,195 Hope Bancorp shares in Q2 2024, an estimated $175K.
- Envestnet Asset Management first reported a position in Hope Bancorp in Q1 2014 and held it in 32 quarters.
- Envestnet Asset Management's Hope Bancorp position peaked at $892K in Q3 2019.
- 208 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2024.
Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.