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Gradient Investments’s Woori Financial WF Stock Holding History

Gradient Investments’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
-84
Closed -$2.54K – 1847
2023
Q4 		$2.54K Hold
84
– – ﹤0.01% 1166
2023
Q3 		$2.3K Hold
84
– – ﹤0.01% 1143
2023
Q2 		$2.26K Buy
+84
New +$2.27K ﹤0.01% 1129

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

Gradient Investments's WF Position: Q1 2024 in Review

Gradient Investments sold out of Woori Financial (WF) in Q1 2024, closing a stake of 84 shares — an estimated $2.54K sold.

Gradient Investments first reported a position in WF in Q2 2023 and held it in 3 quarters. The position peaked at $2.54K in Q4 2023. 96 funds tracked by Wall St. Rank hold WF as of Q1 2024.

  • Gradient Investments reported no remaining Woori Financial position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 84 Woori Financial shares in Q1 2024, an estimated $2.54K.
  • Gradient Investments first reported a position in Woori Financial in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Woori Financial position peaked at $2.54K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Woori Financial as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.