TFO Wealth Partners’s Hanmi Financial HAFC Stock Holding History

TFO Wealth Partners’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	-31	Closed	-$1.5K	–	871
2022 Q4	$1.5K	Buy	+31	New	+$789	﹤0.01%	293

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 $3.38T AUM 44.17% 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

TFO Wealth Partners's HAFC Position: Q1 2023 in Review

TFO Wealth Partners sold out of Hanmi Financial (HAFC) in Q1 2023, closing a stake of 31 shares — an estimated $1.5K sold.

TFO Wealth Partners first reported a position in HAFC in Q4 2022 and held it in 1 quarter. The position peaked at $1.5K in Q4 2022. 152 funds tracked by Wall St. Rank hold HAFC as of Q1 2023.

TFO Wealth Partners reported no remaining Hanmi Financial position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 31 Hanmi Financial shares in Q1 2023, an estimated $1.5K.
TFO Wealth Partners first reported a position in Hanmi Financial in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Hanmi Financial position peaked at $1.5K in Q4 2022.
152 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.