IWP
HOPE icon

Icon Wealth Partners’s Hope Bancorp HOPE Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,408
Closed -$18K – 425
2019
Q1 		$18K Buy
+1,408
New +$19.6K 0.01% 579
2018
Q3 		– Sell
-1,354
Closed -$24K – 459
2018
Q2 		$24K Buy
+1,354
New +$24.5K 0.01% 543
2018
Q1 		– Sell
-1,279
Closed -$23K – 459
2017
Q4 		$23K Buy
+1,279
New +$23.2K 0.01% 579

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Icon Wealth Partners's HOPE Position: Q2 2019 in Review

Icon Wealth Partners sold out of Hope Bancorp (HOPE) in Q2 2019, closing a stake of 1,408 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in HOPE in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 205 funds tracked by Wall St. Rank hold HOPE as of Q2 2019.

  • Icon Wealth Partners reported no remaining Hope Bancorp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,408 Hope Bancorp shares in Q2 2019, an estimated $18K.
  • Icon Wealth Partners first reported a position in Hope Bancorp in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Hope Bancorp position peaked at $24K in Q2 2018.
  • 205 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.