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Valued Wealth Advisors’s POSCO PKX Stock Holding History

Valued Wealth Advisors’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-178
Closed -$12.5K – 674
2024
Q3 		$12.5K Hold
178
– – 0.01% 189
2024
Q2 		$11.7K Hold
178
– – 0.01% 181
2024
Q1 		$14K Hold
178
– – 0.01% 152
2023
Q4 		$18.2K Buy
+178
New +$16.1K 0.02% 89

Other funds holding PKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valued Wealth Advisors's PKX Position: Q4 2024 in Review

Valued Wealth Advisors sold out of POSCO (PKX) in Q4 2024, closing a stake of 178 shares — an estimated $12.5K sold.

Valued Wealth Advisors first reported a position in PKX in Q4 2023 and held it in 4 quarters. The position peaked at $18.2K in Q4 2023. 152 funds tracked by Wall St. Rank hold PKX as of Q4 2024.

  • Valued Wealth Advisors reported no remaining POSCO position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 178 POSCO shares in Q4 2024, an estimated $12.5K.
  • Valued Wealth Advisors first reported a position in POSCO in Q4 2023 and held it in 4 quarters.
  • Valued Wealth Advisors's POSCO position peaked at $18.2K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held POSCO as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.