IAA
PKX icon

Independent Advisor Alliance’s POSCO PKX Stock Holding History

Independent Advisor Alliance’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
2023
Q4 		– Sell
-10,521
Closed -$1.08M – 702
2023
Q3 		$1.08M Sell
10,521
-238
-2% -$24.8K 0.05% 284
2023
Q2 		$796K Buy
10,759
+281
+3% +$20.4K 0.04% 336
2023
Q1 		$730K Buy
+10,478
New +$646K 0.04% 340

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's PKX Position: Q4 2023 in Review

Independent Advisor Alliance sold out of POSCO (PKX) in Q4 2023, closing a stake of 10,521 shares — an estimated $1.08M sold.

Independent Advisor Alliance first reported a position in PKX in Q1 2023 and held it in 3 quarters. The position peaked at $1.08M in Q3 2023. 176 funds tracked by Wall St. Rank hold PKX as of Q4 2023.

  • Independent Advisor Alliance reported no remaining POSCO position as of Q4 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,521 POSCO shares in Q4 2023, an estimated $1.08M.
  • Independent Advisor Alliance first reported a position in POSCO in Q1 2023 and held it in 3 quarters.
  • Independent Advisor Alliance's POSCO position peaked at $1.08M in Q3 2023.
  • 176 funds tracked by Wall St. Rank held POSCO as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.