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Sequoia Financial Advisors’s Woori Financial WF Stock Holding History

Sequoia Financial 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
2026
Q1 		$2.65M Buy
39,779
+3,742
+10% +$252K 0.01% 507
2025
Q4 		$2.12M Buy
36,037
+2,791
+8% +$155K 0.01% 554
2025
Q3 		$1.87M Buy
33,246
+3,219
+11% +$175K 0.01% 555
2025
Q2 		$1.49M Buy
30,027
+4,997
+20% +$198K 0.01% 553
2025
Q1 		$836K Buy
25,030
+342
+1% +$11.4K 0.01% 685
2024
Q4 		$772K Buy
24,688
+217
+0.9% +$7.48K 0.01% 665
2024
Q3 		$874K Sell
24,471
-339
-1% -$11.7K 0.01% 582
2024
Q2 		$795K Buy
24,810
+693
+3% +$21.7K 0.01% 546
2024
Q1 		$782K Buy
24,117
+857
+4% +$27.5K 0.01% 547
2023
Q4 		$703K Buy
23,260
+1,565
+7% +$45K 0.01% 639
2023
Q3 		$595K Buy
21,695
+1,231
+6% +$33.2K 0.01% 467
2023
Q2 		$552K Buy
20,464
+799
+4% +$21.6K 0.01% 499
2023
Q1 		$517K Buy
19,665
+278
+1% +$7.96K 0.01% 452
2022
Q4 		$534K Buy
+19,387
New +$518K 0.01% 415
2022
Q3 		– Sell
-11,472
Closed -$324K – 595
2022
Q2 		$324K Sell
11,472
-945
-8% -$33.2K 0.01% 418
2022
Q1 		$468K Buy
12,417
+4,778
+63% +$173K 0.01% 371
2021
Q4 		$245K Buy
+7,639
New +$249K 0.01% 499

Other funds holding WF

BlackRock
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return