Wealthspire Advisors (Maryland)’s Woori Financial WF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-71	Closed	-$3K	–	2035
2019 Q1	$3K	Sell	71 -22	-24%	-$856	﹤0.01%	2066
2018 Q4	$4K	Sell	93 -16	-15%	-$687	﹤0.01%	1878
2018 Q3	$5K	Buy	109 +18	+20%	+$797	﹤0.01%	1837
2018 Q2	$4K	Buy	91 +32	+54%	+$1.39K	﹤0.01%	1918
2018 Q1	$2K	Sell	59 -34	-37%	-$1.55K	﹤0.01%	2224
2017 Q4	$4K	Buy	93 +69	+288%	+$3.09K	﹤0.01%	1931
2017 Q3	$1K	Sell	24 -30	-56%	-$1.46K	﹤0.01%	2161
2017 Q2	$3K	Sell	54 -3	-5%	-$125	﹤0.01%	1923
2017 Q1	$2K	Buy	+57	New	+$1.99K	﹤0.01%	1725

Other funds holding WF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Woori Financial (WF) in Q2 2019, closing a stake of 71 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WF in Q1 2017 and held it in 9 quarters. The position peaked at $5K in Q3 2018. 51 funds tracked by Wall St. Rank hold WF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Woori Financial position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 71 Woori Financial shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Woori Financial in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Woori Financial position peaked at $5K in Q3 2018.
51 funds tracked by Wall St. Rank held Woori Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.