Mount Yale Investment Advisors’s POSCO PKX Stock Holding History

Mount Yale Investment Advisors’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
2021 Q4	–	Sell	-8,759	Closed	-$604K	–	488
2021 Q3	$604K	Buy	8,759 +1,732	+25%	+$128K	0.07%	255
2021 Q2	$539K	Sell	7,027 -203	-3%	-$16.1K	0.07%	262
2021 Q1	$522K	Buy	7,230 +2,861	+65%	+$182K	0.07%	262
2020 Q4	$272K	Buy	+4,369	New	+$232K	0.04%	315
2018 Q2	–	Sell	-2,035	Closed	-$160K	–	997
2018 Q1	$160K	Buy	+2,035	New	+$172K	0.03%	321

Other funds holding PKX

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

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

Mount Yale Investment Advisors's PKX Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of POSCO (PKX) in Q4 2021, closing a stake of 8,759 shares — an estimated $604K sold.

Mount Yale Investment Advisors first reported a position in PKX in Q1 2018 and held it in 5 quarters. The position peaked at $604K in Q3 2021. 176 funds tracked by Wall St. Rank hold PKX as of Q4 2021.

Mount Yale Investment Advisors reported no remaining POSCO position as of Q4 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,759 POSCO shares in Q4 2021, an estimated $604K.
Mount Yale Investment Advisors first reported a position in POSCO in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's POSCO position peaked at $604K in Q3 2021.
176 funds tracked by Wall St. Rank held POSCO as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.