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Freedom Investment Management’s Woori Financial WF Stock Holding History

Freedom Investment 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
2022
Q1 		– Sell
-10,232
Closed -$329K – 959
2021
Q4 		$329K Buy
+10,232
New +$333K 0.02% 648
2017
Q3 		– Sell
-4,538
Closed -$221K – 1156
2017
Q2 		$221K Buy
+4,538
New +$189K 0.01% 944

Other funds holding WF

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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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Freedom Investment Management's WF Position: Q1 2022 in Review

Freedom Investment Management sold out of Woori Financial (WF) in Q1 2022, closing a stake of 10,232 shares — an estimated $329K sold.

Freedom Investment Management first reported a position in WF in Q2 2017 and held it in 2 quarters. The position peaked at $329K in Q4 2021. 70 funds tracked by Wall St. Rank hold WF as of Q1 2022.

  • Freedom Investment Management reported no remaining Woori Financial position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 10,232 Woori Financial shares in Q1 2022, an estimated $329K.
  • Freedom Investment Management first reported a position in Woori Financial in Q2 2017 and held it in 2 quarters.
  • Freedom Investment Management's Woori Financial position peaked at $329K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Woori Financial as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.