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Westover Capital Advisors’s Hope Bancorp HOPE Stock Holding History

Westover Capital 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
2022
Q4 		– Sell
-20,045
Closed -$253K – 153
2022
Q3 		$253K Hold
20,045
– – 0.1% 135
2022
Q2 		$277K Buy
+20,045
New +$293K 0.1% 133

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Westover Capital Advisors's HOPE Position: Q4 2022 in Review

Westover Capital Advisors sold out of Hope Bancorp (HOPE) in Q4 2022, closing a stake of 20,045 shares — an estimated $253K sold.

Westover Capital Advisors first reported a position in HOPE in Q2 2022 and held it in 2 quarters. The position peaked at $277K in Q2 2022. 217 funds tracked by Wall St. Rank hold HOPE as of Q4 2022.

  • Westover Capital Advisors reported no remaining Hope Bancorp position as of Q4 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 20,045 Hope Bancorp shares in Q4 2022, an estimated $253K.
  • Westover Capital Advisors first reported a position in Hope Bancorp in Q2 2022 and held it in 2 quarters.
  • Westover Capital Advisors's Hope Bancorp position peaked at $277K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.