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Wealthspire Advisors (Maryland)’s Hanmi Financial HAFC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-140
Closed -$3K – 1096
2019
Q1 		$3K Hold
140
– – ﹤0.01% 2003
2018
Q4 		$3K Buy
140
+48
+52% +$1.02K ﹤0.01% 1946
2018
Q3 		$2K Sell
92
-61
-40% -$1.61K ﹤0.01% 2153
2018
Q2 		$4K Buy
153
+61
+66% +$1.81K ﹤0.01% 1882
2018
Q1 		$3K Hold
92
– – ﹤0.01% 2021
2017
Q4 		$3K Buy
92
+68
+283% +$2.1K ﹤0.01% 1989
2017
Q3 		$1K Buy
+24
New +$672 ﹤0.01% 2096

Other funds holding HAFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return