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Steward Partners Investment Advisory’s Woori Financial WF Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-25
Closed -$1K – 3461
2022
Q3 		$1K Buy
+25
New +$657 ﹤0.01% 3181

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Arrowstreet Capital
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Steward Partners Investment Advisory's WF Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Woori Financial (WF) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in WF in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 82 funds tracked by Wall St. Rank hold WF as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Woori Financial position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 25 Woori Financial shares in Q4 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Woori Financial in Q3 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Woori Financial position peaked at $1K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held Woori Financial as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.