PFO
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Pathstone Family Office’s Hope Bancorp HOPE Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-60,648
Closed -$420K – 1352
2022
Q4 		$420K Buy
60,648
+10,189
+20% +$135K ﹤0.01% 1174
2022
Q3 		$638K Buy
+50,459
New +$730K 0.01% 957

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's HOPE Position: Q1 2023 in Review

Pathstone Family Office sold out of Hope Bancorp (HOPE) in Q1 2023, closing a stake of 60,648 shares — an estimated $420K sold.

Pathstone Family Office first reported a position in HOPE in Q3 2022 and held it in 2 quarters. The position peaked at $638K in Q3 2022. 226 funds tracked by Wall St. Rank hold HOPE as of Q1 2023.

  • Pathstone Family Office reported no remaining Hope Bancorp position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 60,648 Hope Bancorp shares in Q1 2023, an estimated $420K.
  • Pathstone Family Office first reported a position in Hope Bancorp in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's Hope Bancorp position peaked at $638K in Q3 2022.
  • 226 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.