TCI Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

TCI 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 Q2	–	Sell	-493	Closed	-$4.84K	–	1087
2023 Q1	$4.84K	Sell	493 -647	-57%	-$7.93K	﹤0.01%	1552
2022 Q4	$14.6K	Hold	1,140	–	–	﹤0.01%	846
2022 Q3	$14K	Buy	1,140 +2	+0.2%	+$29	﹤0.01%	829
2022 Q2	$16K	Hold	1,138	–	–	﹤0.01%	736
2022 Q1	$18K	Hold	1,138	–	–	﹤0.01%	741
2021 Q4	$17K	Hold	1,138	–	–	﹤0.01%	787
2021 Q3	$16K	Buy	1,138 +178	+19%	+$2.43K	﹤0.01%	785
2021 Q2	$14K	Buy	960 +383	+66%	+$5.8K	﹤0.01%	749
2021 Q1	$9K	Hold	577	–	–	﹤0.01%	907
2020 Q4	$6K	Sell	577 -135	-19%	-$1.26K	﹤0.01%	808
2020 Q3	$5K	Buy	712 +206	+41%	+$1.72K	﹤0.01%	771
2020 Q2	$5K	Buy	+506	New	+$4.54K	﹤0.01%	743
2020 Q1	–	Sell	-276	Closed	-$4K	–	1593
2019 Q4	$4K	Sell	276 -207	-43%	-$3K	﹤0.01%	918
2019 Q3	$7K	Buy	483 +336	+229%	+$4.71K	﹤0.01%	723
2019 Q2	$2K	Buy	+147	New	+$2K	﹤0.01%	1018
2016 Q3	–	Sell	-84	Closed	-$1K	–	1377
2016 Q2	$1K	Buy	+84	New	+$1.3K	﹤0.01%	1071

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 493 shares — an estimated $4.84K sold.

TCI Wealth Advisors first reported a position in HOPE in Q2 2016 and held it in 16 quarters. The position peaked at $18K in Q1 2022. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

TCI Wealth Advisors reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 493 Hope Bancorp shares in Q2 2023, an estimated $4.84K.
TCI Wealth Advisors first reported a position in Hope Bancorp in Q2 2016 and held it in 16 quarters.
TCI Wealth Advisors's Hope Bancorp position peaked at $18K in Q1 2022.
217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

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