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Marquette Asset Management’s Woori Financial WF Stock Holding History

Marquette 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
Q3 		– Sell
-14
Closed – – 397
2022
Q2 		$0 Buy
14
+1
+8% +$35 ﹤0.01% 436
2022
Q1 		$0 Buy
+13
New +$470 ﹤0.01% 396

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Marshall Wace
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TWI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VPIM
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Marquette Asset Management's WF Position: Q3 2022 in Review

Marquette Asset Management sold out of Woori Financial (WF) in Q3 2022, closing a stake of 14 shares.

Marquette Asset Management first reported a position in WF in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 66 funds tracked by Wall St. Rank hold WF as of Q3 2022.

  • Marquette Asset Management reported no remaining Woori Financial position as of Q3 2022 after selling out during the quarter.
  • Marquette Asset Management sold 14 Woori Financial shares in Q3 2022.
  • Marquette Asset Management first reported a position in Woori Financial in Q1 2022 and held it in 2 quarters.
  • Marquette Asset Management's Woori Financial position peaked at $0 in Q2 2022.
  • 66 funds tracked by Wall St. Rank held Woori Financial as of Q3 2022.

Based on Marquette Asset Management's 13F filing for Q3 2022, filed 6 Oct 2022.