My Personal CFO LLC’s Woori Financial WF Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-24	Closed	-$661	–	829
2022 Q4	$661	Buy	+24	New	+$641	﹤0.01%	707

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

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

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

My Personal CFO LLC's WF Position: Q1 2023 in Review

My Personal CFO LLC sold out of Woori Financial (WF) in Q1 2023, closing a stake of 24 shares — an estimated $661 sold.

My Personal CFO LLC first reported a position in WF in Q4 2022 and held it in 1 quarter. The position peaked at $661 in Q4 2022. 83 funds tracked by Wall St. Rank hold WF as of Q1 2023.

My Personal CFO LLC reported no remaining Woori Financial position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 24 Woori Financial shares in Q1 2023, an estimated $661.
My Personal CFO LLC first reported a position in Woori Financial in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Woori Financial position peaked at $661 in Q4 2022.
83 funds tracked by Wall St. Rank held Woori Financial as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.