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D'Orazio & Associates’s Woori Financial WF Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-416
Closed -$12K – 708
2021
Q3 		$12K Buy
+416
New +$12.1K ﹤0.01% 504

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
SGA
Strategic Global Advisors Newport Beach, California $625M AUM 28.76% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

D'Orazio & Associates's WF Position: Q4 2021 in Review

D'Orazio & Associates sold out of Woori Financial (WF) in Q4 2021, closing a stake of 416 shares — an estimated $12K sold.

D'Orazio & Associates first reported a position in WF in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 61 funds tracked by Wall St. Rank hold WF as of Q4 2021.

  • D'Orazio & Associates reported no remaining Woori Financial position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 416 Woori Financial shares in Q4 2021, an estimated $12K.
  • D'Orazio & Associates first reported a position in Woori Financial in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Woori Financial position peaked at $12K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Woori Financial as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.