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WealthStone’s Woori Financial WF Stock Holding History

WealthStone’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
Q1 		$282K Buy
10,412
+1,347
+15% +$35.4K 0.1% 175
2020
Q4 		$248K Buy
+9,065
New +$233K 0.09% 168
2019
Q3 		– Sell
-48
Closed -$1.76K – 599
2019
Q2 		$1.76K Buy
+48
New +$1.74K ﹤0.01% 557

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WealthStone's WF Position: Q1 2021 in Review

WealthStone increased its Woori Financial (WF) stake by 15% in Q1 2021, buying an estimated $35.4K and bringing the position to 10,412 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #175.

WealthStone first reported a position in WF in Q2 2019 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold WF as of Q1 2021.

  • WealthStone held 10,412 shares of Woori Financial worth $282K as of Q1 2021.
  • WealthStone bought 1,347 Woori Financial shares in Q1 2021, an estimated $35.4K.
  • Woori Financial made up 0.1% of WealthStone's portfolio in Q1 2021, its #175 holding.
  • WealthStone first reported a position in Woori Financial in Q2 2019 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Woori Financial as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.