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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 $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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HAFC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hanmi Financial (HAFC) in Q2 2019, closing a stake of 140 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in HAFC in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 141 funds tracked by Wall St. Rank hold HAFC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hanmi Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 140 Hanmi Financial shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Hanmi Financial in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Hanmi Financial position peaked at $4K in Q2 2018.
  • 141 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.