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Private Wealth Management Group’s Hanmi Financial HAFC Stock Holding History

Private Wealth Management Group’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-31
Closed -$494 – 1552
2024
Q1 		$494 Buy
+31
New +$505 ﹤0.01% 1448

Other funds holding HAFC

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's HAFC Position: Q2 2024 in Review

Private Wealth Management Group sold out of Hanmi Financial (HAFC) in Q2 2024, closing a stake of 31 shares — an estimated $494 sold.

Private Wealth Management Group first reported a position in HAFC in Q1 2024 and held it in 1 quarter. The position peaked at $494 in Q1 2024. 169 funds tracked by Wall St. Rank hold HAFC as of Q2 2024.

  • Private Wealth Management Group reported no remaining Hanmi Financial position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 31 Hanmi Financial shares in Q2 2024, an estimated $494.
  • Private Wealth Management Group first reported a position in Hanmi Financial in Q1 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Hanmi Financial position peaked at $494 in Q1 2024.
  • 169 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.