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
-30,324
Closed -$31.7K – 1288
2022
Q4 		$31.7K Buy
30,324
+19,007
+168% +$252K ﹤0.01% 1239
2022
Q3 		$143K Buy
+11,317
New +$164K ﹤0.01% 1130

Other funds holding HOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 30,324 shares — an estimated $31.7K sold.

Pathstone Family Office first reported a position in HOPE in Q3 2022 and held it in 2 quarters. The position peaked at $143K 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 30,324 Hope Bancorp shares in Q1 2023, an estimated $31.7K.
  • 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 $143K 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.