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Legacy Wealth Asset Management’s Woori Financial WF Stock Holding History

Legacy Wealth Asset 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
2022
Q2 		– Sell
-6,071
Closed -$229K – 343
2022
Q1 		$229K Buy
+6,071
New +$219K 0.08% 278

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CGH
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TWI
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TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Legacy Wealth Asset Management's WF Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of Woori Financial (WF) in Q2 2022, closing a stake of 6,071 shares — an estimated $229K sold.

Legacy Wealth Asset Management first reported a position in WF in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 74 funds tracked by Wall St. Rank hold WF as of Q2 2022.

  • Legacy Wealth Asset Management reported no remaining Woori Financial position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 6,071 Woori Financial shares in Q2 2022, an estimated $229K.
  • Legacy Wealth Asset Management first reported a position in Woori Financial in Q1 2022 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Woori Financial position peaked at $229K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Woori Financial as of Q2 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.