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Schubert & Co’s Woori Financial WF Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-116
Closed -$3.05K – 1510
2023
Q1 		$3.05K Sell
116
-4
-3% -$115 ﹤0.01% 703
2022
Q4 		$3.3K Buy
120
+116
+2,900% +$3.1K ﹤0.01% 601
2022
Q3 		$0 Sell
4
-111
-97% -$2.92K ﹤0.01% 1609
2022
Q2 		$3K Buy
+115
New +$4.04K ﹤0.01% 677

Other funds holding WF

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Schubert & Co's WF Position: Q2 2023 in Review

Schubert & Co sold out of Woori Financial (WF) in Q2 2023, closing a stake of 116 shares — an estimated $3.05K sold.

Schubert & Co first reported a position in WF in Q2 2022 and held it in 4 quarters. The position peaked at $3.3K in Q4 2022. 84 funds tracked by Wall St. Rank hold WF as of Q2 2023.

  • Schubert & Co reported no remaining Woori Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 116 Woori Financial shares in Q2 2023, an estimated $3.05K.
  • Schubert & Co first reported a position in Woori Financial in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's Woori Financial position peaked at $3.3K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Woori Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.