TCI Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

TCI 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 Q2	–	Sell	-374	Closed	-$6.95K	–	1048
2023 Q1	$6.95K	Hold	374	–	–	﹤0.01%	1308
2022 Q4	$9.26K	Hold	374	–	–	﹤0.01%	1124
2022 Q3	$9K	Hold	374	–	–	﹤0.01%	1068
2022 Q2	$8K	Hold	374	–	–	﹤0.01%	1150
2022 Q1	$9K	Hold	374	–	–	﹤0.01%	1159
2021 Q4	$9K	Hold	374	–	–	﹤0.01%	1257
2021 Q3	$8K	Hold	374	–	–	﹤0.01%	1252
2021 Q2	$7K	Hold	374	–	–	﹤0.01%	1206
2021 Q1	$7K	Hold	374	–	–	﹤0.01%	1052
2020 Q4	$4K	Buy	374 +24	+7%	+$240	﹤0.01%	965
2020 Q3	$3K	Buy	+350	New	+$3.24K	﹤0.01%	949
2020 Q1	–	Sell	-208	Closed	-$4K	–	1587
2019 Q4	$4K	Hold	208	–	–	﹤0.01%	915
2019 Q3	$4K	Buy	+208	New	+$4.1K	﹤0.01%	864
2018 Q4	–	Sell	-27	Closed	-$1K	–	1515
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1227
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	1296
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	1147
2017 Q4	$1K	Hold	27	–	–	﹤0.01%	1195
2017 Q3	$1K	Hold	27	–	–	﹤0.01%	1118
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	1137
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	1097
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	1166
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	1127
2016 Q2	$1K	Buy	27 +5	+23%	+$115	﹤0.01%	1066
2016 Q1	$0	Buy	+22	New	+$470	﹤0.01%	1359

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

TCI Wealth Advisors's HAFC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Hanmi Financial (HAFC) in Q2 2023, closing a stake of 374 shares — an estimated $6.95K sold.

TCI Wealth Advisors first reported a position in HAFC in Q1 2016 and held it in 24 quarters. The position peaked at $9.26K in Q4 2022. 157 funds tracked by Wall St. Rank hold HAFC as of Q2 2023.

TCI Wealth Advisors reported no remaining Hanmi Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 374 Hanmi Financial shares in Q2 2023, an estimated $6.95K.
TCI Wealth Advisors first reported a position in Hanmi Financial in Q1 2016 and held it in 24 quarters.
TCI Wealth Advisors's Hanmi Financial position peaked at $9.26K in Q4 2022.
157 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.