Evoke Wealth’s Woori Financial WF Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-168	Closed	-$4K	–	1141
2022 Q3	$4K	Sell	168 -1	-0.6%	-$26	﹤0.01%	946
2022 Q2	$5K	Hold	169	–	–	﹤0.01%	906
2022 Q1	$6K	Hold	169	–	–	﹤0.01%	882
2021 Q4	$5K	Hold	169	–	–	﹤0.01%	915
2021 Q3	$4K	Hold	169	–	–	﹤0.01%	913
2021 Q2	$5K	Sell	169 -4	-2%	-$118	﹤0.01%	906
2021 Q1	$5K	Hold	173	–	–	﹤0.01%	872
2020 Q4	$5K	Hold	173	–	–	﹤0.01%	738
2020 Q3	$4K	Sell	173 -17	-9%	-$373	﹤0.01%	743
2020 Q2	$4K	Buy	190 +13	+7%	+$273	﹤0.01%	756
2020 Q1	$3.32K	Buy	177 +78	+79%	+$1.89K	﹤0.01%	705
2019 Q4	$3K	Sell	99 -52	-34%	-$1.59K	﹤0.01%	1009
2019 Q3	$4.71K	Buy	+151	New	+$4.8K	﹤0.01%	1018

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LNWWM

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

VPIM

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

Evoke Wealth's WF Position: Q4 2022 in Review

Evoke Wealth sold out of Woori Financial (WF) in Q4 2022, closing a stake of 168 shares — an estimated $4K sold.

Evoke Wealth first reported a position in WF in Q3 2019 and held it in 13 quarters. The position peaked at $6K in Q1 2022. 82 funds tracked by Wall St. Rank hold WF as of Q4 2022.

Evoke Wealth reported no remaining Woori Financial position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 168 Woori Financial shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in Woori Financial in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Woori Financial position peaked at $6K in Q1 2022.
82 funds tracked by Wall St. Rank held Woori Financial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.