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Regent Peak Wealth Advisors’s Woori Financial WF Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-18
Closed – – 999
2020
Q4 		$0 Buy
+18
New +$463 ﹤0.01% 1136

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Regent Peak Wealth Advisors's WF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Woori Financial (WF) in Q1 2021, closing a stake of 18 shares.

Regent Peak Wealth Advisors first reported a position in WF in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 52 funds tracked by Wall St. Rank hold WF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Woori Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 18 Woori Financial shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Woori Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Woori Financial position peaked at $0 in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Woori Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.