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Baldwin Wealth Partners’s Woori Financial WF Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,158
Closed -$41.4K – 1032
2024
Q3 		$41.4K Buy
+1,158
New +$39.9K ﹤0.01% 585

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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
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 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
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Baldwin Wealth Partners's WF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Woori Financial (WF) in Q4 2024, closing a stake of 1,158 shares — an estimated $41.4K sold.

Baldwin Wealth Partners first reported a position in WF in Q3 2024 and held it in 1 quarter. The position peaked at $41.4K in Q3 2024. 122 funds tracked by Wall St. Rank hold WF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Woori Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,158 Woori Financial shares in Q4 2024, an estimated $41.4K.
  • Baldwin Wealth Partners first reported a position in Woori Financial in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Woori Financial position peaked at $41.4K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Woori Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.