Schechter Investment Advisors’s Woori Financial WF Stock Holding History

Schechter Investment 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
2025 Q1	$293K	Sell	8,780 -3,139	-26%	-$105K	0.02%	479
2024 Q4	$372K	Sell	11,919 -933	-7%	-$32.2K	0.03%	445
2024 Q3	$459K	Buy	12,852 +298	+2%	+$10.3K	0.03%	418
2024 Q2	$402K	Sell	12,554 -73	-0.6%	-$2.28K	0.03%	420
2024 Q1	$409K	Sell	12,627 -877	-6%	-$28.1K	0.03%	422
2023 Q4	$408K	Buy	+13,504	New	+$388K	0.04%	391
2023 Q3	–	Sell	-9,991	Closed	-$269K	–	678
2023 Q2	$269K	Buy	+9,991	New	+$270K	0.02%	512
2023 Q1	–	Sell	-7,497	Closed	-$206K	–	741
2022 Q4	$206K	Buy	+7,497	New	+$200K	0.02%	750

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

Schechter Investment Advisors's WF Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Woori Financial (WF) stake by 26% in Q1 2025, selling an estimated $105K and leaving 8,780 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #479.

Schechter Investment Advisors first reported a position in WF in Q4 2022 and has held it in 8 quarters since. The position peaked at $459K in Q3 2024. 130 funds tracked by Wall St. Rank hold WF as of Q1 2025.

Schechter Investment Advisors held 8,780 shares of Woori Financial worth $293K as of Q1 2025.
Schechter Investment Advisors sold 3,139 Woori Financial shares in Q1 2025, an estimated $105K.
Woori Financial made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #479 holding.
Schechter Investment Advisors first reported a position in Woori Financial in Q4 2022 and has held it in 8 quarters since.
Schechter Investment Advisors's Woori Financial position peaked at $459K in Q3 2024.
130 funds tracked by Wall St. Rank held Woori Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.