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Parametric Portfolio Associates’s Woori Financial WF Stock Holding History

Parametric Portfolio Associates’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
Q1 		$33.2M Buy
881,310
+10,111
+1% +$365K 0.02% 720
2021
Q4 		$28M Buy
871,199
+12,174
+1% +$396K 0.01% 780
2021
Q3 		$24.8M Buy
859,025
+48,849
+6% +$1.42M 0.01% 828
2021
Q2 		$24.5M Buy
810,176
+24,522
+3% +$723K 0.01% 858
2021
Q1 		$21.3M Buy
785,654
+49,846
+7% +$1.31M 0.01% 1112
2020
Q4 		$20.1M Sell
735,808
-39,133
-5% -$1.01M 0.01% 1047
2020
Q3 		$17.1M Sell
774,941
-84,583
-10% -$1.85M 0.01% 996
2020
Q2 		$19.1M Sell
859,524
-144,271
-14% -$3.03M 0.01% 909
2020
Q1 		$18.9M Buy
1,003,795
+289,098
+40% +$6.99M 0.02% 819
2019
Q4 		$21.6M Buy
714,697
+120,581
+20% +$3.69M 0.02% 942
2019
Q3 		$18.5M Buy
594,116
+30,116
+5% +$957K 0.02% 997
2019
Q2 		$20.7M Buy
564,000
+128,877
+30% +$4.66M 0.02% 912
2019
Q1 		$15.6M Sell
435,123
-9,359
-2% -$364K 0.01% 1075
2018
Q4 		$18.7M Buy
444,482
+25,623
+6% +$1.1M 0.02% 852
2018
Q3 		$19M Buy
418,859
+37,306
+10% +$1.65M 0.02% 923
2018
Q2 		$16.8M Buy
381,553
+57,350
+18% +$2.5M 0.02% 954
2018
Q1 		$13.4M Buy
324,203
+58,529
+22% +$2.66M 0.01% 1110
2017
Q4 		$11.9M Buy
265,674
+17,013
+7% +$762K 0.01% 1190
2017
Q3 		$11.6M Buy
248,661
+15,306
+7% +$747K 0.01% 1124
2017
Q2 		$11.4M Buy
233,355
+30,206
+15% +$1.26M 0.01% 1080
2017
Q1 		$7.14M Buy
203,149
+61,697
+44% +$2.15M 0.01% 1436
2016
Q4 		$4.53M Buy
141,452
+18,705
+15% +$604K 0.01% 1748
2016
Q3 		$3.86M Buy
122,747
+1,351
+1% +$38.3K 0.01% 1811
2016
Q2 		$3.02M Sell
121,396
-977
-0.8% -$25.3K ﹤0.01% 1998
2016
Q1 		$3.05M Buy
122,373
+33,962
+38% +$758K ﹤0.01% 2044
2015
Q4 		$2M Buy
88,411
+58,837
+199% +$1.46M ﹤0.01% 2234
2015
Q3 		$698K Buy
29,574
+9,492
+47% +$225K ﹤0.01% 2546
2015
Q2 		$529K Buy
20,082
+11,145
+125% +$314K ﹤0.01% 3239
2015
Q1 		$229K Buy
+8,937
New +$228K ﹤0.01% 3696
2014
Q1 		– Sell
-5,134
Closed -$235K – 3864
2013
Q4 		$235K Buy
+5,134
New +$217K ﹤0.01% 3546

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parametric Portfolio Associates's WF Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Woori Financial (WF) stake by 1.2% in Q1 2022, buying an estimated $365K and bringing the position to 881,310 shares worth $33.2M. The position accounts for 0.02% of the portfolio, ranked #720.

Parametric Portfolio Associates first reported a position in WF in Q4 2013 and has held it in 30 quarters since. 70 funds tracked by Wall St. Rank hold WF as of Q1 2022.

  • Parametric Portfolio Associates held 881,310 shares of Woori Financial worth $33.2M as of Q1 2022.
  • Parametric Portfolio Associates bought 10,111 Woori Financial shares in Q1 2022, an estimated $365K.
  • Woori Financial made up 0.02% of Parametric Portfolio Associates's portfolio in Q1 2022, its #720 holding.
  • Parametric Portfolio Associates first reported a position in Woori Financial in Q4 2013 and has held it in 30 quarters since.
  • 70 funds tracked by Wall St. Rank held Woori Financial as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.