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Cary Street Partners Investment Advisory’s Woori Financial WF Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q3 		– Sell
-105
Closed -$2.83K – 1928
2023
Q2 		$2.83K Hold
105
– – ﹤0.01% 1536
2023
Q1 		$2.76K Hold
105
– – ﹤0.01% 1454
2022
Q4 		$2.89K Buy
+105
New +$2.8K ﹤0.01% 1446

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CAMG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's WF Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Woori Financial (WF) in Q3 2023, closing a stake of 105 shares — an estimated $2.83K sold.

Cary Street Partners Investment Advisory first reported a position in WF in Q4 2022 and held it in 3 quarters. The position peaked at $2.89K in Q4 2022. 81 funds tracked by Wall St. Rank hold WF as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Woori Financial position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 105 Woori Financial shares in Q3 2023, an estimated $2.83K.
  • Cary Street Partners Investment Advisory first reported a position in Woori Financial in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Woori Financial position peaked at $2.89K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Woori Financial as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.