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Lenox Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

Lenox Wealth Advisors’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-63
Closed -$1K – 674
2020
Q1 		$1K Hold
63
– – ﹤0.01% 688
2019
Q4 		$1K Hold
63
– – ﹤0.01% 680
2019
Q3 		$1K Buy
+63
New +$1.24K ﹤0.01% 575

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lenox Wealth Advisors's HAFC Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Hanmi Financial (HAFC) in Q2 2020, closing a stake of 63 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in HAFC in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 129 funds tracked by Wall St. Rank hold HAFC as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Hanmi Financial position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 63 Hanmi Financial shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Hanmi Financial in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Hanmi Financial position peaked at $1K in Q1 2020.
  • 129 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.