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Coppell Advisory Solutions’s Woori Financial WF Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-10
Closed -$312 – 1872
2024
Q4 		$312 Hold
10
– – ﹤0.01% 1799
2024
Q3 		$367 Hold
10
– – ﹤0.01% 1685
2024
Q2 		$320 Buy
+10
New +$313 ﹤0.01% 1621
2023
Q4 		$302 Sell
10
-10
-50% -$288 ﹤0.01% 1569
2023
Q3 		$551 Buy
20
+10
+100% +$270 ﹤0.01% 1001
2023
Q2 		$268 Buy
+10
New +$270 ﹤0.01% 1292
2023
Q1 		– Sell
-20
Closed -$551 – 1086
2022
Q4 		$551 Buy
+20
New +$534 ﹤0.01% 1007

Other funds holding WF

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

Coppell Advisory Solutions's WF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Woori Financial (WF) in Q1 2025, closing a stake of 10 shares — an estimated $312 sold.

Coppell Advisory Solutions first reported a position in WF in Q4 2022 and held it in 7 quarters. The position peaked at $551 in Q3 2023. 130 funds tracked by Wall St. Rank hold WF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Woori Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10 Woori Financial shares in Q1 2025, an estimated $312.
  • Coppell Advisory Solutions first reported a position in Woori Financial in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Woori Financial position peaked at $551 in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Woori Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.