Key Financial Inc’s Woori Financial WF Stock Holding History

Key Financial Inc’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
2023 Q3	–	Sell	-152	Closed	-$4.1K	–	1402
2023 Q2	$4.1K	Buy	+152	New	+$4.1K	﹤0.01%	1003

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

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

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Key Financial Inc's WF Position: Q3 2023 in Review

Key Financial Inc sold out of Woori Financial (WF) in Q3 2023, closing a stake of 152 shares — an estimated $4.1K sold.

Key Financial Inc first reported a position in WF in Q2 2023 and held it in 1 quarter. The position peaked at $4.1K in Q2 2023. 80 funds tracked by Wall St. Rank hold WF as of Q3 2023.

Key Financial Inc reported no remaining Woori Financial position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 152 Woori Financial shares in Q3 2023, an estimated $4.1K.
Key Financial Inc first reported a position in Woori Financial in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Woori Financial position peaked at $4.1K in Q2 2023.
80 funds tracked by Wall St. Rank held Woori Financial as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.