Janiczek Wealth Management’s Woori Financial WF Stock Holding History

Janiczek Wealth 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
2024 Q2	$26.9K	Hold	841	–	–	0.01%	511
2024 Q1	$27.7K	Sell	841 -236	-22%	-$7.56K	0.01%	512
2023 Q4	$32.5K	Buy	1,077 +346	+47%	+$9.95K	0.01%	468
2023 Q3	$20K	Sell	731 -93	-11%	-$2.51K	0.01%	522
2023 Q2	$22.2K	Sell	824 -136	-14%	-$3.67K	0.01%	447
2023 Q1	$25.7K	Buy	960 +143	+18%	+$4.1K	0.01%	413
2022 Q4	$24.8K	Buy	817 +190	+30%	+$5.07K	0.01%	423
2022 Q3	$15K	Sell	627 -45	-7%	-$1.18K	﹤0.01%	489
2022 Q2	$19K	Sell	672 -123	-15%	-$4.33K	0.01%	483
2022 Q1	$30K	Hold	795	–	–	0.01%	391
2021 Q4	$26K	Hold	795	–	–	0.01%	442
2021 Q3	$23K	Hold	795	–	–	0.01%	434
2021 Q2	$24K	Hold	795	–	–	0.01%	392
2021 Q1	$22K	Sell	795 -91	-10%	-$2.39K	0.01%	390
2020 Q4	$24K	Buy	886 +431	+95%	+$11.1K	0.01%	321
2020 Q3	$10K	Buy	+455	New	+$9.97K	0.01%	247

Other funds holding WF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Janiczek Wealth Management's WF Position: Q2 2024 in Review

Janiczek Wealth Management held its Woori Financial (WF) position steady in Q2 2024 at 841 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #511.

Janiczek Wealth Management first reported a position in WF in Q3 2020 and has held it in 16 quarters since. The position peaked at $32.5K in Q4 2023. 102 funds tracked by Wall St. Rank hold WF as of Q2 2024.

Janiczek Wealth Management held 841 shares of Woori Financial worth $26.9K as of Q2 2024.
Janiczek Wealth Management left its Woori Financial share count unchanged in Q2 2024.
Woori Financial made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #511 holding.
Janiczek Wealth Management first reported a position in Woori Financial in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Woori Financial position peaked at $32.5K in Q4 2023.
102 funds tracked by Wall St. Rank held Woori Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.