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TCWP’s Woori Financial WF Stock Holding History

TCWP’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
Q2 		– Sell
-404
Closed -$15K – 1746
2022
Q1 		$15K Buy
+404
New +$14.6K ﹤0.01% 777

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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
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
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

TCWP's WF Position: Q2 2022 in Review

TCWP sold out of Woori Financial (WF) in Q2 2022, closing a stake of 404 shares — an estimated $15K sold.

TCWP first reported a position in WF in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 74 funds tracked by Wall St. Rank hold WF as of Q2 2022.

  • TCWP reported no remaining Woori Financial position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 404 Woori Financial shares in Q2 2022, an estimated $15K.
  • TCWP first reported a position in Woori Financial in Q1 2022 and held it in 1 quarter.
  • TCWP's Woori Financial position peaked at $15K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Woori Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.