Financial Gravity Asset Management’s Woori Financial WF Stock Holding History

Financial Gravity 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
2023 Q1	–	Sell	-28	Closed	-$64	–	1684
2022 Q4	$64	Buy	+28	New	+$748	﹤0.01%	1190
2022 Q2	–	Sell	-38	Closed	-$16	–	852
2022 Q1	$16	Sell	38 -602	-94%	-$21.8K	﹤0.01%	735
2021 Q4	$699	Buy	640 +618	+2,809%	+$20.1K	0.02%	435
2021 Q3	$29K	Hold	22	–	–	0.01%	716
2021 Q2	$30K	Sell	22 -1	-4%	-$29	0.01%	715
2021 Q1	$637	Buy	+23	New	+$604	0.01%	379

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

Cerity Partners New York $70.8B AUM 21.68% 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

LNWWM

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

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

Financial Gravity Asset Management's WF Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Woori Financial (WF) in Q1 2023, closing a stake of 28 shares — an estimated $64 sold.

Financial Gravity Asset Management first reported a position in WF in Q1 2021 and held it in 6 quarters. The position peaked at $30K in Q2 2021. 83 funds tracked by Wall St. Rank hold WF as of Q1 2023.

Financial Gravity Asset Management reported no remaining Woori Financial position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 28 Woori Financial shares in Q1 2023, an estimated $64.
Financial Gravity Asset Management first reported a position in Woori Financial in Q1 2021 and held it in 6 quarters.
Financial Gravity Asset Management's Woori Financial position peaked at $30K in Q2 2021.
83 funds tracked by Wall St. Rank held Woori Financial as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.