TWA
WF icon

TCI Wealth Advisors’s Woori Financial WF Stock Holding History

TCI Wealth 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
2021
Q3 		– Sell
-300
Closed -$9K – 2589
2021
Q2 		$9K Buy
+300
New +$8.85K ﹤0.01% 1069

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
SGA
Strategic Global Advisors Newport Beach, California $625M AUM 28.76% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TCI Wealth Advisors's WF Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Woori Financial (WF) in Q3 2021, closing a stake of 300 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in WF in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 52 funds tracked by Wall St. Rank hold WF as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Woori Financial position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 300 Woori Financial shares in Q3 2021, an estimated $9K.
  • TCI Wealth Advisors first reported a position in Woori Financial in Q2 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's Woori Financial position peaked at $9K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held Woori Financial as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.