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Virtus Investment Advisers’s Hope Bancorp HOPE Stock Holding History

Virtus Investment Advisers’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
-14,390
Closed -$141K – 276
2023
Q1 		$141K Sell
14,390
-12,420
-46% -$152K 0.1% 220
2022
Q4 		$343K Sell
26,810
-17,582
-40% -$233K 0.23% 135
2022
Q3 		$561K Buy
+44,392
New +$642K 0.26% 65

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtus Investment Advisers's HOPE Position: Q2 2023 in Review

Virtus Investment Advisers sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 14,390 shares — an estimated $141K sold.

Virtus Investment Advisers first reported a position in HOPE in Q3 2022 and held it in 3 quarters. The position peaked at $561K in Q3 2022. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

  • Virtus Investment Advisers reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 14,390 Hope Bancorp shares in Q2 2023, an estimated $141K.
  • Virtus Investment Advisers first reported a position in Hope Bancorp in Q3 2022 and held it in 3 quarters.
  • Virtus Investment Advisers's Hope Bancorp position peaked at $561K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on Virtus Investment Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.