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Holistic Financial Partners’s POSCO PKX Stock Holding History

Holistic Financial Partners’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,248
Closed -$235K – 130
2021
Q1 		$235K Buy
+3,248
New +$207K 0.16% 95
2018
Q2 		– Sell
-1,158
Closed -$91K – 271
2018
Q1 		$91K Hold
1,158
– – 0.08% 123
2017
Q4 		$90K Buy
+1,158
New +$85.6K 0.07% 127

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State Street
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MIHAS
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PPA
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CCMG
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Holistic Financial Partners's PKX Position: Q2 2021 in Review

Holistic Financial Partners sold out of POSCO (PKX) in Q2 2021, closing a stake of 3,248 shares — an estimated $235K sold.

Holistic Financial Partners first reported a position in PKX in Q4 2017 and held it in 3 quarters. The position peaked at $235K in Q1 2021. 181 funds tracked by Wall St. Rank hold PKX as of Q2 2021.

  • Holistic Financial Partners reported no remaining POSCO position as of Q2 2021 after selling out during the quarter.
  • Holistic Financial Partners sold 3,248 POSCO shares in Q2 2021, an estimated $235K.
  • Holistic Financial Partners first reported a position in POSCO in Q4 2017 and held it in 3 quarters.
  • Holistic Financial Partners's POSCO position peaked at $235K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held POSCO as of Q2 2021.

Based on Holistic Financial Partners's 13F filing for Q2 2021, filed 13 Aug 2021.