OPS
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Orion Portfolio Solutions’s Hope Bancorp HOPE Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-4,388
Closed -$40K – 1128
2020
Q2 		$40K Buy
4,388
+3,401
+345% +$30.5K ﹤0.01% 763
2020
Q1 		$8K Buy
987
+342
+53% +$4.27K ﹤0.01% 1152
2019
Q4 		$10K Buy
+645
New +$9.36K ﹤0.01% 998

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's HOPE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Hope Bancorp (HOPE) in Q3 2020, closing a stake of 4,388 shares — an estimated $40K sold.

Orion Portfolio Solutions first reported a position in HOPE in Q4 2019 and held it in 3 quarters. The position peaked at $40K in Q2 2020. 199 funds tracked by Wall St. Rank hold HOPE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Hope Bancorp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,388 Hope Bancorp shares in Q3 2020, an estimated $40K.
  • Orion Portfolio Solutions first reported a position in Hope Bancorp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Hope Bancorp position peaked at $40K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.