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Valeo Financial Advisors’s Woori Financial WF Stock Holding History

Valeo Financial 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
Q2 		– Sell
-344
Closed -$9K – 1827
2021
Q1 		$9K Sell
344
-94
-21% -$2.47K ﹤0.01% 1400
2020
Q4 		$12K Hold
438
– – ﹤0.01% 1160
2020
Q3 		$10K Buy
+438
New +$9.6K ﹤0.01% 1094

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Valeo Financial Advisors's WF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Woori Financial (WF) in Q2 2021, closing a stake of 344 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in WF in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 52 funds tracked by Wall St. Rank hold WF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Woori Financial position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 344 Woori Financial shares in Q2 2021, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Woori Financial in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Woori Financial position peaked at $12K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Woori Financial as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.