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Private Trust Company’s Hope Bancorp HOPE Stock Holding History

Private Trust Company’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
Q4 		– Sell
-25
Closed -$221 – 2356
2023
Q3 		$221 Hold
25
– – ﹤0.01% 2278
2023
Q2 		$211 Sell
25
-192
-88% -$1.68K ﹤0.01% 2261
2023
Q1 		$2.13K Buy
+217
New +$2.66K ﹤0.01% 2069
2014
Q4 		– Sell
-117
Closed -$2K – 674
2014
Q3 		$2K Hold
117
– – ﹤0.01% 1592
2014
Q2 		$2K Hold
117
– – ﹤0.01% 1596
2014
Q1 		$2K Hold
117
– – ﹤0.01% 1476
2013
Q4 		$2K Buy
+117
New +$1.81K ﹤0.01% 1458

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Trust Company's HOPE Position: Q4 2023 in Review

Private Trust Company sold out of Hope Bancorp (HOPE) in Q4 2023, closing a stake of 25 shares — an estimated $221 sold.

Private Trust Company first reported a position in HOPE in Q4 2013 and held it in 7 quarters. The position peaked at $2.13K in Q1 2023. 219 funds tracked by Wall St. Rank hold HOPE as of Q4 2023.

  • Private Trust Company reported no remaining Hope Bancorp position as of Q4 2023 after selling out during the quarter.
  • Private Trust Company sold 25 Hope Bancorp shares in Q4 2023, an estimated $221.
  • Private Trust Company first reported a position in Hope Bancorp in Q4 2013 and held it in 7 quarters.
  • Private Trust Company's Hope Bancorp position peaked at $2.13K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.