WESPAC Advisors’s POSCO PKX Stock Holding History

WESPAC 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 Q2	–	Sell	-5,368	Closed	-$421K	–	176
2024 Q1	$421K	Hold	5,368	–	–	0.25%	119
2023 Q4	$511K	Hold	5,368	–	–	0.35%	91
2023 Q3	$550K	Buy	+5,368	New	+$560K	0.41%	81

Other funds holding PKX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WESPAC Advisors's PKX Position: Q2 2024 in Review

WESPAC Advisors sold out of POSCO (PKX) in Q2 2024, closing a stake of 5,368 shares — an estimated $421K sold.

WESPAC Advisors first reported a position in PKX in Q3 2023 and held it in 3 quarters. The position peaked at $550K in Q3 2023. 150 funds tracked by Wall St. Rank hold PKX as of Q2 2024.

WESPAC Advisors reported no remaining POSCO position as of Q2 2024 after selling out during the quarter.
WESPAC Advisors sold 5,368 POSCO shares in Q2 2024, an estimated $421K.
WESPAC Advisors first reported a position in POSCO in Q3 2023 and held it in 3 quarters.
WESPAC Advisors's POSCO position peaked at $550K in Q3 2023.
150 funds tracked by Wall St. Rank held POSCO as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.