Stifel Financial’s Woori Financial WF Stock Holding History

Stifel Financial’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 Q3	–	Sell	-23,292	Closed	-$659K	–	3396
2022 Q2	$659K	Buy	+23,292	New	+$819K	﹤0.01%	2297
2018 Q4	–	Sell	-4,639	Closed	-$207K	–	2821
2018 Q3	$207K	Buy	+4,639	New	+$205K	﹤0.01%	2565

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

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

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

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Stifel Financial's WF Position: Q3 2022 in Review

Stifel Financial sold out of Woori Financial (WF) in Q3 2022, closing a stake of 23,292 shares — an estimated $659K sold.

Stifel Financial first reported a position in WF in Q3 2018 and held it in 2 quarters. The position peaked at $659K in Q2 2022. 66 funds tracked by Wall St. Rank hold WF as of Q3 2022.

Stifel Financial reported no remaining Woori Financial position as of Q3 2022 after selling out during the quarter.
Stifel Financial sold 23,292 Woori Financial shares in Q3 2022, an estimated $659K.
Stifel Financial first reported a position in Woori Financial in Q3 2018 and held it in 2 quarters.
Stifel Financial's Woori Financial position peaked at $659K in Q2 2022.
66 funds tracked by Wall St. Rank held Woori Financial as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.