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Avior Wealth Management’s Woori Financial WF Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-3,501
Closed -$109K – 2331
2024
Q4 		$109K Hold
3,501
– – ﹤0.01% 868
2024
Q3 		$125K Hold
3,501
– – 0.01% 820
2024
Q2 		$112K Hold
3,501
– – ﹤0.01% 830
2024
Q1 		$114K Buy
+3,501
New +$112K 0.01% 915

Other funds holding WF

BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Avior Wealth Management's WF Position: Q1 2025 in Review

Avior Wealth Management sold out of Woori Financial (WF) in Q1 2025, closing a stake of 3,501 shares — an estimated $109K sold.

Avior Wealth Management first reported a position in WF in Q1 2024 and held it in 4 quarters. The position peaked at $125K in Q3 2024. 130 funds tracked by Wall St. Rank hold WF as of Q1 2025.

  • Avior Wealth Management reported no remaining Woori Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,501 Woori Financial shares in Q1 2025, an estimated $109K.
  • Avior Wealth Management first reported a position in Woori Financial in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Woori Financial position peaked at $125K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Woori Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.