Legacy Wealth Asset Management’s POSCO PKX Stock Holding History

Legacy Wealth Asset Management’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	-14,093	Closed	-$1.44M	–	348
2023 Q3	$1.44M	Sell	14,093 -9,673	-41%	-$1.01M	0.53%	50
2023 Q2	$1.76M	Sell	23,766 -732	-3%	-$53.2K	0.61%	37
2023 Q1	$1.71M	Sell	24,498 -2,284	-9%	-$141K	0.62%	34
2022 Q4	$1.46M	Sell	26,782 -10,755	-29%	-$533K	0.56%	40
2022 Q3	$1.37M	Buy	37,537 +31,265	+498%	+$1.4M	0.6%	36
2022 Q2	$279K	Buy	6,272 +231	+4%	+$12.7K	0.11%	239
2022 Q1	$358K	Buy	6,041 +291	+5%	+$17.2K	0.13%	228
2021 Q4	$335K	Buy	+5,750	New	+$357K	0.11%	251

Other funds holding PKX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Wealth Asset Management's PKX Position: Q4 2023 in Review

Legacy Wealth Asset Management sold out of POSCO (PKX) in Q4 2023, closing a stake of 14,093 shares — an estimated $1.44M sold.

Legacy Wealth Asset Management first reported a position in PKX in Q4 2021 and held it in 8 quarters. The position peaked at $1.76M in Q2 2023. 176 funds tracked by Wall St. Rank hold PKX as of Q4 2023.

Legacy Wealth Asset Management reported no remaining POSCO position as of Q4 2023 after selling out during the quarter.
Legacy Wealth Asset Management sold 14,093 POSCO shares in Q4 2023, an estimated $1.44M.
Legacy Wealth Asset Management first reported a position in POSCO in Q4 2021 and held it in 8 quarters.
Legacy Wealth Asset Management's POSCO position peaked at $1.76M in Q2 2023.
176 funds tracked by Wall St. Rank held POSCO as of Q4 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.