TFO
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Tarbox Family Office’s Hope Bancorp HOPE Stock Holding History

Tarbox Family Office’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
-325
Closed -$5K – 1204
2019
Q4 		$5K Sell
325
-89
-21% -$1.29K ﹤0.01% 495
2019
Q3 		$6K Hold
414
– – ﹤0.01% 421
2019
Q2 		$6K Buy
+414
New +$5.65K ﹤0.01% 414

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tarbox Family Office's HOPE Position: Q1 2020 in Review

Tarbox Family Office sold out of Hope Bancorp (HOPE) in Q1 2020, closing a stake of 325 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in HOPE in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 197 funds tracked by Wall St. Rank hold HOPE as of Q1 2020.

  • Tarbox Family Office reported no remaining Hope Bancorp position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 325 Hope Bancorp shares in Q1 2020, an estimated $5K.
  • Tarbox Family Office first reported a position in Hope Bancorp in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Hope Bancorp position peaked at $6K in Q3 2019.
  • 197 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.