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Valeo Financial Advisors’s Hope Bancorp HOPE Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-84
Closed -$1K – 1822
2020
Q2 		$1K Buy
+84
New +$753 ﹤0.01% 1885
2018
Q4 		– Sell
-23
Closed – – 1592
2018
Q3 		$0 Buy
+23
New +$398 ﹤0.01% 1815

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

Valeo Financial Advisors's HOPE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Hope Bancorp (HOPE) in Q3 2020, closing a stake of 84 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HOPE in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 199 funds tracked by Wall St. Rank hold HOPE as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Hope Bancorp position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 84 Hope Bancorp shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Hope Bancorp in Q3 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Hope Bancorp position peaked at $1K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.