Lenox Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-111	Closed	-$1K	–	678
2020 Q1	$1K	Hold	111	–	–	﹤0.01%	691
2019 Q4	$2K	Hold	111	–	–	﹤0.01%	599
2019 Q3	$2K	Buy	+111	New	+$1.56K	﹤0.01%	502
2019 Q2	–	Sell	-225	Closed	-$3K	–	485
2019 Q1	$3K	Buy	+225	New	+$3.14K	﹤0.01%	456

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Hope Bancorp (HOPE) in Q2 2020, closing a stake of 111 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in HOPE in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 202 funds tracked by Wall St. Rank hold HOPE as of Q2 2020.

Lenox Wealth Advisors reported no remaining Hope Bancorp position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 111 Hope Bancorp shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Hope Bancorp in Q1 2019 and held it in 4 quarters.
Lenox Wealth Advisors's Hope Bancorp position peaked at $3K in Q1 2019.
202 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2020.

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