Wealth Architects’s POSCO PKX Stock Holding History

Wealth Architects’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	-3,184	Closed	-$223K	–	222
2024 Q3	$223K	Hold	3,184	–	–	0.03%	199
2024 Q2	$209K	Hold	3,184	–	–	0.03%	197
2024 Q1	$250K	Sell	3,184 -308	-9%	-$25.3K	0.03%	173
2023 Q4	$332K	Hold	3,492	–	–	0.05%	143
2023 Q3	$358K	Sell	3,492 -28	-0.8%	-$2.92K	0.06%	133
2023 Q2	$260K	Sell	3,520 -80	-2%	-$5.82K	0.04%	156
2023 Q1	$251K	Buy	+3,600	New	+$222K	0.04%	155
2022 Q2	–	Sell	-3,648	Closed	-$216K	–	200
2022 Q1	$216K	Sell	3,648 -176	-5%	-$10.4K	0.04%	183
2021 Q4	$223K	Sell	3,824 -74	-2%	-$4.6K	0.04%	177
2021 Q3	$269K	Hold	3,898	–	–	0.05%	149
2021 Q2	$299K	Sell	3,898 -40	-1%	-$3.17K	0.06%	131
2021 Q1	$284K	Sell	3,938 -144	-4%	-$9.18K	0.06%	122
2020 Q4	$254K	Buy	+4,082	New	+$217K	0.06%	131

Other funds holding PKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Architects's PKX Position: Q4 2024 in Review

Wealth Architects sold out of POSCO (PKX) in Q4 2024, closing a stake of 3,184 shares — an estimated $223K sold.

Wealth Architects first reported a position in PKX in Q4 2020 and held it in 13 quarters. The position peaked at $358K in Q3 2023. 153 funds tracked by Wall St. Rank hold PKX as of Q4 2024.

Wealth Architects reported no remaining POSCO position as of Q4 2024 after selling out during the quarter.
Wealth Architects sold 3,184 POSCO shares in Q4 2024, an estimated $223K.
Wealth Architects first reported a position in POSCO in Q4 2020 and held it in 13 quarters.
Wealth Architects's POSCO position peaked at $358K in Q3 2023.
153 funds tracked by Wall St. Rank held POSCO as of Q4 2024.

Based on Wealth Architects's 13F filing for Q4 2024, filed 10 Feb 2025.