RGT Wealth Advisors’s Woori Financial WF Stock Holding History

RGT 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
2022 Q1	–	Sell	-111	Closed	-$4K	–	331
2021 Q4	$4K	Buy	+111	New	+$3.61K	﹤0.01%	275

Other funds holding WF

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

PPA

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

TWI

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

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

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

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

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

RGT Wealth Advisors's WF Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Woori Financial (WF) in Q1 2022, closing a stake of 111 shares — an estimated $4K sold.

RGT Wealth Advisors first reported a position in WF in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 70 funds tracked by Wall St. Rank hold WF as of Q1 2022.

RGT Wealth Advisors reported no remaining Woori Financial position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 111 Woori Financial shares in Q1 2022, an estimated $4K.
RGT Wealth Advisors first reported a position in Woori Financial in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Woori Financial position peaked at $4K in Q4 2021.
70 funds tracked by Wall St. Rank held Woori Financial as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.