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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
2021
Q3 		$29K Hold
22
– – 0.01% 716
2021
Q2 		$30K Buy
+22
New +$649 0.01% 715

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $702M AUM 36.31% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Financial Gravity Asset Management's WF Position: Q3 2021 in Review

Financial Gravity Asset Management held its Woori Financial (WF) position steady in Q3 2021 at 22 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #716.

Financial Gravity Asset Management first reported a position in WF in Q2 2021 and has held it in 2 quarters since. The position peaked at $30K in Q2 2021. 53 funds tracked by Wall St. Rank hold WF as of Q3 2021.

  • Financial Gravity Asset Management held 22 shares of Woori Financial worth $29K as of Q3 2021.
  • Financial Gravity Asset Management left its Woori Financial share count unchanged in Q3 2021.
  • Woori Financial made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #716 holding.
  • Financial Gravity Asset Management first reported a position in Woori Financial in Q2 2021 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Woori Financial position peaked at $30K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Woori Financial as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.