Truist Financial
HOPE icon

Truist Financial’s Hope Bancorp HOPE Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-39,165
Closed -$421K – 2596
2024
Q2 		$421K Sell
39,165
-23
-0.1% -$242 ﹤0.01% 2076
2024
Q1 		$451K Sell
39,188
-3,785
-9% -$42.5K ﹤0.01% 2031
2023
Q4 		$519K Sell
42,973
-1,050
-2% -$10.4K ﹤0.01% 1943
2023
Q3 		$390K Sell
44,023
-4,465
-9% -$42.6K ﹤0.01% 2056
2023
Q2 		$408K Buy
48,488
+36,329
+299% +$317K ﹤0.01% 2072
2023
Q1 		$119K Sell
12,159
-39
-0.3% -$478 ﹤0.01% 2492
2022
Q4 		$156K Sell
12,198
-22,931
-65% -$304K ﹤0.01% 2441
2022
Q3 		$444K Sell
35,129
-32,836
-48% -$475K ﹤0.01% 1888
2022
Q2 		$941K Sell
67,965
-427
-0.6% -$6.24K ﹤0.01% 1572
2022
Q1 		$1.1M Sell
68,392
-10
-0% -$165 ﹤0.01% 1577
2021
Q4 		$1.01M Buy
68,402
+12,891
+23% +$190K ﹤0.01% 1632
2021
Q3 		$801K Sell
55,511
-16,700
-23% -$228K ﹤0.01% 1728
2021
Q2 		$1.02M Hold
72,211
– – ﹤0.01% 1637
2021
Q1 		$1.09M Sell
72,211
-17,957
-20% -$239K ﹤0.01% 1539
2020
Q4 		$984K Buy
90,168
+3,282
+4% +$30.6K ﹤0.01% 1489
2020
Q3 		$659K Buy
86,886
+49,470
+132% +$414K ﹤0.01% 1581
2020
Q2 		$345K Sell
37,416
-727
-2% -$6.52K ﹤0.01% 1851
2020
Q1 		$313K Buy
+38,143
New +$476K ﹤0.01% 1830

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Truist Financial's HOPE Position: Q3 2024 in Review

Truist Financial sold out of Hope Bancorp (HOPE) in Q3 2024, closing a stake of 39,165 shares — an estimated $421K sold.

Truist Financial first reported a position in HOPE in Q1 2020 and held it in 18 quarters. The position peaked at $1.1M in Q1 2022. 222 funds tracked by Wall St. Rank hold HOPE as of Q3 2024.

  • Truist Financial reported no remaining Hope Bancorp position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 39,165 Hope Bancorp shares in Q3 2024, an estimated $421K.
  • Truist Financial first reported a position in Hope Bancorp in Q1 2020 and held it in 18 quarters.
  • Truist Financial's Hope Bancorp position peaked at $1.1M in Q1 2022.
  • 222 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.