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Cresset Asset Management’s Woori Financial WF Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-20,889
Closed -$746K – 2236
2024
Q3 		$746K Buy
20,889
+1,956
+10% +$67.5K ﹤0.01% 1313
2024
Q2 		$607K Buy
18,933
+1,230
+7% +$38.5K ﹤0.01% 1353
2024
Q1 		$599K Buy
17,703
+4,576
+35% +$147K ﹤0.01% 1250
2023
Q4 		$397K Sell
13,127
-151
-1% -$4.34K ﹤0.01% 1345
2023
Q3 		$364K Sell
13,278
-457
-3% -$12.3K ﹤0.01% 1348
2023
Q2 		$370K Buy
+13,735
New +$371K ﹤0.01% 1423
2021
Q4 		– Sell
-9,140
Closed -$264K – 1313
2021
Q3 		$264K Sell
9,140
-62
-0.7% -$1.8K ﹤0.01% 911
2021
Q2 		$278K Sell
9,202
-1,120
-11% -$33K ﹤0.01% 811
2021
Q1 		$283K Buy
10,322
+65
+0.6% +$1.71K ﹤0.01% 703
2020
Q4 		$281K Buy
+10,257
New +$264K ﹤0.01% 581
2019
Q1 		– Sell
-22
Closed -$1K – 2117
2018
Q4 		$1K Buy
+22
New +$944 ﹤0.01% 1622

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

Cresset Asset Management's WF Position: Q4 2024 in Review

Cresset Asset Management sold out of Woori Financial (WF) in Q4 2024, closing a stake of 20,889 shares — an estimated $746K sold.

Cresset Asset Management first reported a position in WF in Q4 2018 and held it in 11 quarters. The position peaked at $746K in Q3 2024. 122 funds tracked by Wall St. Rank hold WF as of Q4 2024.

  • Cresset Asset Management reported no remaining Woori Financial position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 20,889 Woori Financial shares in Q4 2024, an estimated $746K.
  • Cresset Asset Management first reported a position in Woori Financial in Q4 2018 and held it in 11 quarters.
  • Cresset Asset Management's Woori Financial position peaked at $746K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Woori Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.