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Sterling Financial Planning’s Hope Bancorp HOPE Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-281
Closed -$4K – 223
2021
Q3 		$4K Hold
281
– – ﹤0.01% 379
2021
Q2 		$4K Hold
281
– – ﹤0.01% 359
2021
Q1 		$4K Hold
281
– – ﹤0.01% 333
2020
Q4 		$3K Buy
+281
New +$2.62K ﹤0.01% 326

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Financial Planning's HOPE Position: Q4 2021 in Review

Sterling Financial Planning sold out of Hope Bancorp (HOPE) in Q4 2021, closing a stake of 281 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in HOPE in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 210 funds tracked by Wall St. Rank hold HOPE as of Q4 2021.

  • Sterling Financial Planning reported no remaining Hope Bancorp position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 281 Hope Bancorp shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Hope Bancorp in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Hope Bancorp position peaked at $4K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.