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Atlas Capital Advisors’s Woori Financial WF Stock Holding History

Atlas Capital Advisors’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
Q2 		– Sell
-252
Closed -$6.63K – 933
2023
Q1 		$6.63K Hold
252
– – ﹤0.01% 774
2022
Q4 		$6.94K Hold
252
– – ﹤0.01% 764
2022
Q3 		$5.62K Sell
252
-9,461
-97% -$249K ﹤0.01% 763
2022
Q2 		$275K Buy
+9,713
New +$342K 0.05% 303

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
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
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Atlas Capital Advisors's WF Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Woori Financial (WF) in Q2 2023, closing a stake of 252 shares — an estimated $6.63K sold.

Atlas Capital Advisors first reported a position in WF in Q2 2022 and held it in 4 quarters. The position peaked at $275K in Q2 2022. 84 funds tracked by Wall St. Rank hold WF as of Q2 2023.

  • Atlas Capital Advisors reported no remaining Woori Financial position as of Q2 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 252 Woori Financial shares in Q2 2023, an estimated $6.63K.
  • Atlas Capital Advisors first reported a position in Woori Financial in Q2 2022 and held it in 4 quarters.
  • Atlas Capital Advisors's Woori Financial position peaked at $275K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Woori Financial as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.