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Shelton Capital Management’s Woori Financial WF Stock Holding History

Shelton Capital Management’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
2024
Q1 		– Sell
-6,857
Closed -$207K – 772
2023
Q4 		$207K Buy
+6,857
New +$197K 0.01% 680

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Shelton Capital Management's WF Position: Q1 2024 in Review

Shelton Capital Management sold out of Woori Financial (WF) in Q1 2024, closing a stake of 6,857 shares — an estimated $207K sold.

Shelton Capital Management first reported a position in WF in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 96 funds tracked by Wall St. Rank hold WF as of Q1 2024.

  • Shelton Capital Management reported no remaining Woori Financial position as of Q1 2024 after selling out during the quarter.
  • Shelton Capital Management sold 6,857 Woori Financial shares in Q1 2024, an estimated $207K.
  • Shelton Capital Management first reported a position in Woori Financial in Q4 2023 and held it in 1 quarter.
  • Shelton Capital Management's Woori Financial position peaked at $207K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Woori Financial as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.