Berman Capital Advisors’s Woori Financial WF Stock Holding History

Berman 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
2021 Q3	$8K	Sell	278 -43	-13%	-$1.25K	﹤0.01%	1285
2021 Q2	$9K	Buy	321 +25	+8%	+$737	﹤0.01%	1178
2021 Q1	$8K	Buy	296 +79	+36%	+$2.07K	﹤0.01%	1131
2020 Q4	$5K	Sell	217 -152	-41%	-$3.91K	﹤0.01%	1182
2020 Q3	$8K	Sell	369 -314	-46%	-$6.88K	﹤0.01%	896
2020 Q2	$15K	Buy	683 +57	+9%	+$1.2K	﹤0.01%	638
2020 Q1	$11K	Buy	626 +434	+226%	+$10.5K	﹤0.01%	649
2019 Q4	$5K	Buy	192 +8	+4%	+$245	﹤0.01%	1000
2019 Q3	$5K	Sell	184 -286	-61%	-$9.09K	﹤0.01%	968
2019 Q2	$17K	Buy	470 +129	+38%	+$4.67K	0.01%	568
2019 Q1	$12K	Buy	341 +164	+93%	+$6.38K	﹤0.01%	610
2018 Q4	$7K	Buy	+177	New	+$7.59K	﹤0.01%	612

Other funds holding WF

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

FTDI

First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

SGA

Strategic Global Advisors Newport Beach, California $625M AUM 28.76% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Berman Capital Advisors's WF Position: Q3 2021 in Review

Berman Capital Advisors reduced its Woori Financial (WF) stake by 13% in Q3 2021, selling an estimated $1.25K and leaving 278 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Berman Capital Advisors first reported a position in WF in Q4 2018 and has held it in 12 quarters since. The position peaked at $17K in Q2 2019. 53 funds tracked by Wall St. Rank hold WF as of Q3 2021.

Berman Capital Advisors held 278 shares of Woori Financial worth $8K as of Q3 2021.
Berman Capital Advisors sold 43 Woori Financial shares in Q3 2021, an estimated $1.25K.
Woori Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1285 holding.
Berman Capital Advisors first reported a position in Woori Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Woori Financial position peaked at $17K in Q2 2019.
53 funds tracked by Wall St. Rank held Woori Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.