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Journey Strategic Wealth’s Hope Bancorp HOPE Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-10,052
Closed -$129K – 266
2022
Q4 		$129K Sell
10,052
-2,973
-23% -$39.4K 0.02% 231
2022
Q3 		$164K Buy
+13,025
New +$188K 0.02% 168
2022
Q2 		– Sell
-12,933
Closed -$208K – 162
2022
Q1 		$208K Buy
12,933
+2,567
+25% +$42.3K 0.02% 156
2021
Q4 		$152K Buy
+10,366
New +$153K 0.02% 196

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Strategic Wealth's HOPE Position: Q1 2023 in Review

Journey Strategic Wealth sold out of Hope Bancorp (HOPE) in Q1 2023, closing a stake of 10,052 shares — an estimated $129K sold.

Journey Strategic Wealth first reported a position in HOPE in Q4 2021 and held it in 4 quarters. The position peaked at $208K in Q1 2022. 226 funds tracked by Wall St. Rank hold HOPE as of Q1 2023.

  • Journey Strategic Wealth reported no remaining Hope Bancorp position as of Q1 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 10,052 Hope Bancorp shares in Q1 2023, an estimated $129K.
  • Journey Strategic Wealth first reported a position in Hope Bancorp in Q4 2021 and held it in 4 quarters.
  • Journey Strategic Wealth's Hope Bancorp position peaked at $208K in Q1 2022.
  • 226 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2023.

Based on Journey Strategic Wealth's 13F filing for Q1 2023, filed 12 May 2023.