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Moisand Fitzgerald Tamayo’s Hope Bancorp HOPE Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-596
Closed -$5.28K – 725
2023
Q3 		$5.28K Hold
596
– – ﹤0.01% 425
2023
Q2 		$5.02K Hold
596
– – ﹤0.01% 414
2023
Q1 		$5.85K Hold
596
– – ﹤0.01% 394
2022
Q4 		$7.63K Buy
596
+304
+104% +$4.03K ﹤0.01% 352
2022
Q3 		$4K Buy
+292
New +$4.22K ﹤0.01% 399

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moisand Fitzgerald Tamayo's HOPE Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Hope Bancorp (HOPE) in Q4 2023, closing a stake of 596 shares — an estimated $5.28K sold.

Moisand Fitzgerald Tamayo first reported a position in HOPE in Q3 2022 and held it in 5 quarters. The position peaked at $7.63K in Q4 2022. 219 funds tracked by Wall St. Rank hold HOPE as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Hope Bancorp position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 596 Hope Bancorp shares in Q4 2023, an estimated $5.28K.
  • Moisand Fitzgerald Tamayo first reported a position in Hope Bancorp in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Hope Bancorp position peaked at $7.63K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.