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Spire Wealth Management’s Hanmi Financial HAFC Stock Holding History

Spire Wealth Management’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
2023
Q4 		– Sell
-48
Closed -$779 – 2404
2023
Q3 		$779 Buy
+48
New +$829 ﹤0.01% 2293

Other funds holding HAFC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Spire Wealth Management's HAFC Position: Q4 2023 in Review

Spire Wealth Management sold out of Hanmi Financial (HAFC) in Q4 2023, closing a stake of 48 shares — an estimated $779 sold.

Spire Wealth Management first reported a position in HAFC in Q3 2023 and held it in 1 quarter. The position peaked at $779 in Q3 2023. 172 funds tracked by Wall St. Rank hold HAFC as of Q4 2023.

  • Spire Wealth Management reported no remaining Hanmi Financial position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 48 Hanmi Financial shares in Q4 2023, an estimated $779.
  • Spire Wealth Management first reported a position in Hanmi Financial in Q3 2023 and held it in 1 quarter.
  • Spire Wealth Management's Hanmi Financial position peaked at $779 in Q3 2023.
  • 172 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.