LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Hanmi Financial HAFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-591
Closed -$14K – 668
2021
Q4 		$14K Hold
591
– – ﹤0.01% 570
2021
Q3 		$12K Hold
591
– – ﹤0.01% 569
2021
Q2 		$11K Buy
+591
New +$12.1K ﹤0.01% 617
2021
Q1 		– Sell
-591
Closed -$7K – 472
2020
Q4 		$7K Buy
+591
New +$5.91K ﹤0.01% 638

Other funds holding HAFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HAFC Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Hanmi Financial (HAFC) in Q1 2022, closing a stake of 591 shares — an estimated $14K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HAFC in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 159 funds tracked by Wall St. Rank hold HAFC as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Hanmi Financial position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 591 Hanmi Financial shares in Q1 2022, an estimated $14K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hanmi Financial in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Hanmi Financial position peaked at $14K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.