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Sutton Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-2,007
Closed -$25.7K – 1139
2022
Q4 		$25.7K Hold
2,007
– – 0.01% 594
2022
Q3 		$25.4K Sell
2,007
-34
-2% -$492 0.01% 588
2022
Q2 		$28.2K Hold
2,041
– – 0.01% 548
2022
Q1 		$32.8K Hold
2,041
– – 0.01% 543
2021
Q4 		$30K Buy
2,041
+34
+2% +$502 0.01% 583
2021
Q3 		$29K Hold
2,007
– – 0.01% 573
2021
Q2 		$28.5K Hold
2,007
– – 0.01% 590
2021
Q1 		$30.2K Hold
2,007
– – 0.01% 548
2020
Q4 		$21.9K Buy
2,007
+306
+18% +$2.85K 0.01% 580
2020
Q3 		$12.9K Buy
1,701
+1,202
+241% +$10.1K 0.01% 666
2020
Q2 		$4.6K Buy
+499
New +$4.47K ﹤0.01% 926
2020
Q1 		– Sell
-2,234
Closed -$33.2K – 1232
2019
Q4 		$33.2K Hold
2,234
– – 0.02% 427
2019
Q3 		$32K Hold
2,234
– – 0.02% 430
2019
Q2 		$30.8K Buy
+2,234
New +$30.5K 0.02% 448
2019
Q1 		– Sell
-443
Closed -$5.25K – 1194
2018
Q4 		$5.25K Sell
443
-1,589
-78% -$22.7K ﹤0.01% 880
2018
Q3 		$32.9K Hold
2,032
– – 0.02% 409
2018
Q2 		$36.2K Hold
2,032
– – 0.03% 378
2018
Q1 		$37K Hold
2,032
– – 0.03% 356
2017
Q4 		$37.1K Hold
2,032
– – 0.03% 356
2017
Q3 		$36K Buy
2,032
+301
+17% +$5.14K 0.03% 353
2017
Q2 		$32.3K Buy
1,731
+1,255
+264% +$23.3K 0.03% 367
2017
Q1 		$9.13K Sell
476
-290
-38% -$6.09K 0.01% 731
2016
Q4 		$16.8K Buy
766
+323
+73% +$6.11K 0.02% 548
2016
Q3 		$7.7K Buy
+443
New +$7.18K 0.01% 727

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Hope Bancorp (HOPE) in Q1 2023, closing a stake of 2,007 shares — an estimated $25.7K sold.

Sutton Wealth Advisors first reported a position in HOPE in Q3 2016 and held it in 24 quarters. The position peaked at $37.1K in Q4 2017. 226 funds tracked by Wall St. Rank hold HOPE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Hope Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,007 Hope Bancorp shares in Q1 2023, an estimated $25.7K.
  • Sutton Wealth Advisors first reported a position in Hope Bancorp in Q3 2016 and held it in 24 quarters.
  • Sutton Wealth Advisors's Hope Bancorp position peaked at $37.1K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2023.

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