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Wakefield Asset Management’s Hanmi Financial HAFC Stock Holding History

Wakefield Asset Management’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
-31,663
Closed -$784K – 179
2022
Q4 		$784K Sell
31,663
-54
-0.2% -$1.37K 0.33% 92
2022
Q3 		$751K Buy
31,717
+58
+0.2% +$1.42K 0.34% 78
2022
Q2 		$710K Buy
31,659
+167
+0.5% +$3.87K 0.3% 93
2022
Q1 		$775K Buy
+31,492
New +$812K 0.28% 112

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wakefield Asset Management's HAFC Position: Q1 2023 in Review

Wakefield Asset Management sold out of Hanmi Financial (HAFC) in Q1 2023, closing a stake of 31,663 shares — an estimated $784K sold.

Wakefield Asset Management first reported a position in HAFC in Q1 2022 and held it in 4 quarters. The position peaked at $784K in Q4 2022. 152 funds tracked by Wall St. Rank hold HAFC as of Q1 2023.

  • Wakefield Asset Management reported no remaining Hanmi Financial position as of Q1 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 31,663 Hanmi Financial shares in Q1 2023, an estimated $784K.
  • Wakefield Asset Management first reported a position in Hanmi Financial in Q1 2022 and held it in 4 quarters.
  • Wakefield Asset Management's Hanmi Financial position peaked at $784K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2023.

Based on Wakefield Asset Management's 13F filing for Q1 2023, filed 2 May 2023.