Corient Capital Partners’s Woori Financial WF Stock Holding History

Corient Capital Partners’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
2022 Q3	$242K	Hold	8,572	–	–	0.02%	539
2022 Q2	$242K	Sell	8,572 -6,535	-43%	-$230K	0.02%	553
2022 Q1	$569K	Sell	15,107 -7	-0%	-$253	0.04%	355
2021 Q4	$486K	Sell	15,114 -133	-0.9%	-$4.33K	0.03%	379
2021 Q3	$441K	Buy	15,247 +1,678	+12%	+$48.7K	0.03%	388
2021 Q2	$411K	Buy	13,569 +1,955	+17%	+$57.6K	0.03%	409
2021 Q1	$315K	Buy	11,614 +912	+9%	+$23.9K	0.03%	430
2020 Q4	$293K	Buy	10,702 +944	+10%	+$24.3K	0.03%	389
2020 Q3	$215K	Buy	+9,758	New	+$214K	0.02%	428

Other funds holding WF

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

LNWWM

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Corient Capital Partners's WF Position: Q3 2022 in Review

Corient Capital Partners held its Woori Financial (WF) position steady in Q3 2022 at 8,572 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #539.

Corient Capital Partners first reported a position in WF in Q3 2020 and has held it in 9 quarters since. The position peaked at $569K in Q1 2022. 66 funds tracked by Wall St. Rank hold WF as of Q3 2022.

Corient Capital Partners held 8,572 shares of Woori Financial worth $242K as of Q3 2022.
Corient Capital Partners left its Woori Financial share count unchanged in Q3 2022.
Woori Financial made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #539 holding.
Corient Capital Partners first reported a position in Woori Financial in Q3 2020 and has held it in 9 quarters since.
Corient Capital Partners's Woori Financial position peaked at $569K in Q1 2022.
66 funds tracked by Wall St. Rank held Woori Financial as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.