Atria Investments’s Woori Financial WF Stock Holding History

Atria Investments’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
2024 Q3	–	Sell	-6,715	Closed	-$215K	–	2059
2024 Q2	$215K	Buy	+6,715	New	+$210K	﹤0.01%	1779

Other funds holding WF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Atria Investments's WF Position: Q3 2024 in Review

Atria Investments sold out of Woori Financial (WF) in Q3 2024, closing a stake of 6,715 shares — an estimated $215K sold.

Atria Investments first reported a position in WF in Q2 2024 and held it in 1 quarter. The position peaked at $215K in Q2 2024. 119 funds tracked by Wall St. Rank hold WF as of Q3 2024.

Atria Investments reported no remaining Woori Financial position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 6,715 Woori Financial shares in Q3 2024, an estimated $215K.
Atria Investments first reported a position in Woori Financial in Q2 2024 and held it in 1 quarter.
Atria Investments's Woori Financial position peaked at $215K in Q2 2024.
119 funds tracked by Wall St. Rank held Woori Financial as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.