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Glassman Wealth Services’s Woori Financial WF Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-1,104
Closed -$33.4K – 1816
2023
Q4 		$33.4K Buy
1,104
+17
+2% +$489 ﹤0.01% 558
2023
Q3 		$29.8K Sell
1,087
-118
-10% -$3.18K ﹤0.01% 562
2023
Q2 		$32.5K Buy
1,205
+65
+6% +$1.75K 0.01% 513
2023
Q1 		$30K Buy
1,140
+9
+0.8% +$258 0.01% 531
2022
Q4 		$31.1K Buy
1,131
+516
+84% +$13.8K 0.01% 543
2022
Q3 		$14K Sell
615
-109
-15% -$2.87K ﹤0.01% 715
2022
Q2 		$20K Sell
724
-102
-12% -$3.59K ﹤0.01% 627
2022
Q1 		$31K Buy
826
+39
+5% +$1.41K 0.01% 518
2021
Q4 		$25K Buy
787
+293
+59% +$9.54K ﹤0.01% 555
2021
Q3 		$14K Buy
494
+33
+7% +$958 ﹤0.01% 681
2021
Q2 		$14K Hold
461
– – ﹤0.01% 675
2021
Q1 		$12K Buy
461
+88
+24% +$2.31K ﹤0.01% 680
2020
Q4 		$10K Buy
373
+27
+8% +$694 ﹤0.01% 730
2020
Q3 		$8K Buy
346
+192
+125% +$4.21K ﹤0.01% 684
2020
Q2 		$3K Buy
+154
New +$3.23K ﹤0.01% 796

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Glassman Wealth Services's WF Position: Q1 2024 in Review

Glassman Wealth Services sold out of Woori Financial (WF) in Q1 2024, closing a stake of 1,104 shares — an estimated $33.4K sold.

Glassman Wealth Services first reported a position in WF in Q2 2020 and held it in 15 quarters. The position peaked at $33.4K in Q4 2023. 96 funds tracked by Wall St. Rank hold WF as of Q1 2024.

  • Glassman Wealth Services reported no remaining Woori Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,104 Woori Financial shares in Q1 2024, an estimated $33.4K.
  • Glassman Wealth Services first reported a position in Woori Financial in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Woori Financial position peaked at $33.4K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Woori Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.