OWA
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One Wealth Advisors’s Woori Financial WF Stock Holding History

One Wealth Advisors’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
2019
Q2 		– Sell
-2,169
Closed -$78K – 479
2019
Q1 		$78K Buy
+2,169
New +$84.4K 0.06% 200
2018
Q4 		– Sell
-1,171
Closed -$53K – 475
2018
Q3 		$53K Buy
+1,171
New +$51.8K 0.04% 265

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

One Wealth Advisors's WF Position: Q2 2019 in Review

One Wealth Advisors sold out of Woori Financial (WF) in Q2 2019, closing a stake of 2,169 shares — an estimated $78K sold.

One Wealth Advisors first reported a position in WF in Q3 2018 and held it in 2 quarters. The position peaked at $78K in Q1 2019. 51 funds tracked by Wall St. Rank hold WF as of Q2 2019.

  • One Wealth Advisors reported no remaining Woori Financial position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 2,169 Woori Financial shares in Q2 2019, an estimated $78K.
  • One Wealth Advisors first reported a position in Woori Financial in Q3 2018 and held it in 2 quarters.
  • One Wealth Advisors's Woori Financial position peaked at $78K in Q1 2019.
  • 51 funds tracked by Wall St. Rank held Woori Financial as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.