Patriot Financial Group Insurance Agency’s Hope Bancorp HOPE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-431	Closed	-$6K	–	1062
2022 Q2	$6K	Sell	431 -92	-18%	-$1.34K	﹤0.01%	1423
2022 Q1	$8K	Buy	523 +131	+33%	+$2.16K	﹤0.01%	1442
2021 Q4	$6K	Hold	392	–	–	﹤0.01%	1652
2021 Q3	$6K	Buy	392 +92	+31%	+$1.25K	﹤0.01%	1644
2021 Q2	$4K	Hold	300	–	–	﹤0.01%	1705
2021 Q1	$5K	Sell	300 -205	-41%	-$2.72K	﹤0.01%	1554
2020 Q4	$6K	Sell	505 -9	-2%	-$84	﹤0.01%	1374
2020 Q3	$4K	Hold	514	–	–	﹤0.01%	1286
2020 Q2	$5K	Buy	514 +41	+9%	+$367	﹤0.01%	1174
2020 Q1	$4K	Buy	+473	New	+$5.91K	﹤0.01%	1125

Other funds holding HOPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HOPE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hope Bancorp (HOPE) in Q3 2022, closing a stake of 431 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in HOPE in Q1 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 224 funds tracked by Wall St. Rank hold HOPE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Hope Bancorp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 431 Hope Bancorp shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Hope Bancorp in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Hope Bancorp position peaked at $8K in Q1 2022.
224 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.