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Beverly Hills Private Wealth’s POSCO PKX Stock Holding History

Beverly Hills Private Wealth’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,813
Closed -$268K – 381
2023
Q4 		$268K Sell
2,813
-89
-3% -$8.04K 0.07% 270
2023
Q3 		$297K Sell
2,902
-3,066
-51% -$320K 0.09% 228
2023
Q2 		$676K Buy
5,968
+3,023
+103% +$220K 0.11% 195
2023
Q1 		$205K Buy
+2,945
New +$181K 0.06% 259

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beverly Hills Private Wealth's PKX Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of POSCO (PKX) in Q1 2024, closing a stake of 2,813 shares — an estimated $268K sold.

Beverly Hills Private Wealth first reported a position in PKX in Q1 2023 and held it in 4 quarters. The position peaked at $676K in Q2 2023. 163 funds tracked by Wall St. Rank hold PKX as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining POSCO position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,813 POSCO shares in Q1 2024, an estimated $268K.
  • Beverly Hills Private Wealth first reported a position in POSCO in Q1 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's POSCO position peaked at $676K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held POSCO as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.