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Paces Ferry Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

Paces Ferry 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
Q4 		– Sell
-135
Closed -$1K – 559
2020
Q3 		$1K Buy
+135
New +$1.13K ﹤0.01% 853

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paces Ferry Wealth Advisors's HOPE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Hope Bancorp (HOPE) in Q4 2020, closing a stake of 135 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in HOPE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 202 funds tracked by Wall St. Rank hold HOPE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Hope Bancorp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 135 Hope Bancorp shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Hope Bancorp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Hope Bancorp position peaked at $1K in Q3 2020.
  • 202 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.