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Advisornet Financial’s Woori Financial WF Stock Holding History

Advisornet Financial’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
2019
Q4 		– Sell
-800
Closed -$25K – 1996
2019
Q3 		$25K Buy
+800
New +$25.4K ﹤0.01% 1134

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Advisornet Financial's WF Position: Q4 2019 in Review

Advisornet Financial sold out of Woori Financial (WF) in Q4 2019, closing a stake of 800 shares — an estimated $25K sold.

Advisornet Financial first reported a position in WF in Q3 2019 and held it in 1 quarter. The position peaked at $25K in Q3 2019. 40 funds tracked by Wall St. Rank hold WF as of Q4 2019.

  • Advisornet Financial reported no remaining Woori Financial position as of Q4 2019 after selling out during the quarter.
  • Advisornet Financial sold 800 Woori Financial shares in Q4 2019, an estimated $25K.
  • Advisornet Financial first reported a position in Woori Financial in Q3 2019 and held it in 1 quarter.
  • Advisornet Financial's Woori Financial position peaked at $25K in Q3 2019.
  • 40 funds tracked by Wall St. Rank held Woori Financial as of Q4 2019.

Based on Advisornet Financial's 13F filing for Q4 2019, filed 12 Feb 2020.