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Advisor Partners II’s Woori Financial WF Stock Holding History

Advisor Partners II’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$472K Buy
17,201
+3,774
+28% +$102K 0.02% 746
2023
Q2 		$362K Buy
13,427
+1,873
+16% +$50.5K 0.02% 722
2023
Q1 		$304K Buy
11,554
+3,885
+51% +$111K 0.02% 729
2022
Q4 		$211K Buy
+7,669
New +$205K 0.01% 841

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Advisor Partners II's WF Position: Q3 2023 in Review

Advisor Partners II increased its Woori Financial (WF) stake by 28% in Q3 2023, buying an estimated $102K and bringing the position to 17,201 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #746.

Advisor Partners II first reported a position in WF in Q4 2022 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold WF as of Q3 2023.

  • Advisor Partners II held 17,201 shares of Woori Financial worth $472K as of Q3 2023.
  • Advisor Partners II bought 3,774 Woori Financial shares in Q3 2023, an estimated $102K.
  • Woori Financial made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #746 holding.
  • Advisor Partners II first reported a position in Woori Financial in Q4 2022 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Woori Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.