Sutton Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-1,120	Closed	-$27.7K	–	1120
2022 Q4	$27.7K	Hold	1,120	–	–	0.01%	575
2022 Q3	$26.5K	Hold	1,120	–	–	0.01%	565
2022 Q2	$25.1K	Hold	1,120	–	–	0.01%	592
2022 Q1	$27.6K	Hold	1,120	–	–	0.01%	606
2021 Q4	$26.5K	Buy	1,120 +8	+0.7%	+$179	0.01%	624
2021 Q3	$22.3K	Hold	1,112	–	–	0.01%	659
2021 Q2	$21.2K	Hold	1,112	–	–	0.01%	685
2021 Q1	$21.9K	Hold	1,112	–	–	0.01%	651
2020 Q4	$12.6K	Hold	1,112	–	–	0.01%	749
2020 Q3	$9.13K	Buy	+1,112	New	+$10.3K	﹤0.01%	770
2020 Q2	–	Sell	-1,974	Closed	-$21.4K	–	1243
2020 Q1	$21.4K	Buy	+1,974	New	+$31.5K	0.01%	455
2019 Q3	–	Sell	-561	Closed	-$12.5K	–	1192
2019 Q2	$12.5K	Hold	561	–	–	0.01%	728
2019 Q1	$11.9K	Hold	561	–	–	0.01%	743
2018 Q4	$11.1K	Sell	561 -814	-59%	-$17.4K	0.01%	715
2018 Q3	$34.2K	Buy	1,375 +814	+145%	+$21.5K	0.02%	398
2018 Q2	$15.9K	Hold	561	–	–	0.01%	679
2018 Q1	$17.3K	Hold	561	–	–	0.01%	630
2017 Q4	$17K	Hold	561	–	–	0.01%	606
2017 Q3	$17.4K	Hold	561	–	–	0.01%	584
2017 Q2	$16K	Hold	561	–	–	0.01%	606
2017 Q1	$17.3K	Hold	561	–	–	0.01%	566
2016 Q4	$19.6K	Hold	561	–	–	0.02%	505
2016 Q3	$14.8K	Hold	561	–	–	0.01%	552
2016 Q2	$13.2K	Hold	561	–	–	0.01%	559
2016 Q1	$12.4K	Buy	+561	New	+$12K	0.01%	554

Other funds holding HAFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sutton Wealth Advisors's HAFC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Hanmi Financial (HAFC) in Q1 2023, closing a stake of 1,120 shares — an estimated $27.7K sold.

Sutton Wealth Advisors first reported a position in HAFC in Q1 2016 and held it in 25 quarters. The position peaked at $34.2K in Q3 2018. 152 funds tracked by Wall St. Rank hold HAFC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Hanmi Financial position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,120 Hanmi Financial shares in Q1 2023, an estimated $27.7K.
Sutton Wealth Advisors first reported a position in Hanmi Financial in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's Hanmi Financial position peaked at $34.2K in Q3 2018.
152 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.