Exencial Wealth Advisors’s POSCO PKX Stock Holding History

Exencial Wealth Advisors’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,855	Closed	-$808K	–	484
2021 Q4	$808K	Buy	13,855 +1,916	+16%	+$119K	0.04%	245
2021 Q3	$823K	Buy	11,939 +2,904	+32%	+$214K	0.04%	203
2021 Q2	$694K	Buy	9,035 +2,249	+33%	+$178K	0.04%	275
2021 Q1	$490K	Buy	6,786 +1,597	+31%	+$102K	0.03%	279
2020 Q4	$323K	Buy	+5,189	New	+$275K	0.02%	299

Other funds holding PKX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Exencial Wealth Advisors's PKX Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of POSCO (PKX) in Q1 2022, closing a stake of 13,855 shares — an estimated $808K sold.

Exencial Wealth Advisors first reported a position in PKX in Q4 2020 and held it in 5 quarters. The position peaked at $823K in Q3 2021. 168 funds tracked by Wall St. Rank hold PKX as of Q1 2022.

Exencial Wealth Advisors reported no remaining POSCO position as of Q1 2022 after selling out during the quarter.
Exencial Wealth Advisors sold 13,855 POSCO shares in Q1 2022, an estimated $808K.
Exencial Wealth Advisors first reported a position in POSCO in Q4 2020 and held it in 5 quarters.
Exencial Wealth Advisors's POSCO position peaked at $823K in Q3 2021.
168 funds tracked by Wall St. Rank held POSCO as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.