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Glassman Wealth Services’s Hope Bancorp HOPE Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-210
Closed -$2.54K – 908
2023
Q4 		$2.54K Sell
210
-16
-7% -$159 ﹤0.01% 1277
2023
Q3 		$2K Hold
226
– – ﹤0.01% 1329
2023
Q2 		$1.9K Buy
226
+79
+54% +$690 ﹤0.01% 1266
2023
Q1 		$1.44K Buy
147
+63
+75% +$772 ﹤0.01% 1335
2022
Q4 		$1.08K Hold
84
– – ﹤0.01% 1403
2022
Q3 		$1K Sell
84
-101
-55% -$1.46K ﹤0.01% 1420
2022
Q2 		$3K Hold
185
– – ﹤0.01% 1143
2022
Q1 		$3K Hold
185
– – ﹤0.01% 1135
2021
Q4 		$3K Hold
185
– – ﹤0.01% 1104
2021
Q3 		$3K Buy
185
+101
+120% +$1.38K ﹤0.01% 1075
2021
Q2 		$1K Hold
84
– – ﹤0.01% 1308
2021
Q1 		$1K Hold
84
– – ﹤0.01% 1265
2020
Q4 		$1K Sell
84
-80
-49% -$745 ﹤0.01% 1222
2020
Q3 		$1K Sell
164
-376
-70% -$3.14K ﹤0.01% 1169
2020
Q2 		$5K Buy
540
+47
+10% +$421 ﹤0.01% 619
2020
Q1 		$4K Buy
493
+354
+255% +$4.42K ﹤0.01% 549
2019
Q4 		$2K Hold
139
– – ﹤0.01% 759
2019
Q3 		$2K Sell
139
-3
-2% -$42 ﹤0.01% 699
2019
Q2 		$2K Buy
142
+3
+2% +$41 ﹤0.01% 722
2019
Q1 		$2K Buy
+139
New +$1.94K ﹤0.01% 697

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glassman Wealth Services's HOPE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Hope Bancorp (HOPE) in Q1 2024, closing a stake of 210 shares — an estimated $2.54K sold.

Glassman Wealth Services first reported a position in HOPE in Q1 2019 and held it in 20 quarters. The position peaked at $5K in Q2 2020. 219 funds tracked by Wall St. Rank hold HOPE as of Q1 2024.

  • Glassman Wealth Services reported no remaining Hope Bancorp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 210 Hope Bancorp shares in Q1 2024, an estimated $2.54K.
  • Glassman Wealth Services first reported a position in Hope Bancorp in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's Hope Bancorp position peaked at $5K in Q2 2020.
  • 219 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.