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Bourgeon Capital Management’s Woori Financial WF Stock Holding History

Bourgeon Capital 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
2020
Q4 		– Sell
-900
Closed -$20K – 328
2020
Q3 		$20K Hold
900
– – 0.01% 188
2020
Q2 		$20K Hold
900
– – 0.01% 164
2020
Q1 		$17K Buy
+900
New +$21.8K 0.01% 159

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PPA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Bourgeon Capital Management's WF Position: Q4 2020 in Review

Bourgeon Capital Management sold out of Woori Financial (WF) in Q4 2020, closing a stake of 900 shares — an estimated $20K sold.

Bourgeon Capital Management first reported a position in WF in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q3 2020. 51 funds tracked by Wall St. Rank hold WF as of Q4 2020.

  • Bourgeon Capital Management reported no remaining Woori Financial position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 900 Woori Financial shares in Q4 2020, an estimated $20K.
  • Bourgeon Capital Management first reported a position in Woori Financial in Q1 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Woori Financial position peaked at $20K in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Woori Financial as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.