Syverson Strege & Co’s Woori Financial WF Stock Holding History

Syverson Strege & 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	-187	Closed	-$4.92K	–	624
2023 Q1	$4.92K	Buy	+187	New	+$5.36K	﹤0.01%	336

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

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

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 Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Syverson Strege & Co's WF Position: Q2 2023 in Review

Syverson Strege & Co sold out of Woori Financial (WF) in Q2 2023, closing a stake of 187 shares — an estimated $4.92K sold.

Syverson Strege & Co first reported a position in WF in Q1 2023 and held it in 1 quarter. The position peaked at $4.92K in Q1 2023. 84 funds tracked by Wall St. Rank hold WF as of Q2 2023.

Syverson Strege & Co reported no remaining Woori Financial position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 187 Woori Financial shares in Q2 2023, an estimated $4.92K.
Syverson Strege & Co first reported a position in Woori Financial in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Woori Financial position peaked at $4.92K in Q1 2023.
84 funds tracked by Wall St. Rank held Woori Financial as of Q2 2023.

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