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Sowell Financial Services’s Hope Bancorp HOPE Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-195
Closed -$3K – 2540
2019
Q4 		$3K Buy
195
+9
+5% +$131 ﹤0.01% 2065
2019
Q3 		$3K Buy
+186
New +$2.61K ﹤0.01% 1933

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's HOPE Position: Q1 2020 in Review

Sowell Financial Services sold out of Hope Bancorp (HOPE) in Q1 2020, closing a stake of 195 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in HOPE in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 197 funds tracked by Wall St. Rank hold HOPE as of Q1 2020.

  • Sowell Financial Services reported no remaining Hope Bancorp position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 195 Hope Bancorp shares in Q1 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in Hope Bancorp in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Hope Bancorp position peaked at $3K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.