WR Wealth Planners’s POSCO PKX Stock Holding History

WR Wealth Planners’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
2023 Q3	–	Sell	-42	Closed	-$3.11K	–	936
2023 Q2	$3.11K	Sell	42 -4	-9%	-$291	﹤0.01%	733
2023 Q1	$3.21K	Buy	+46	New	+$2.83K	﹤0.01%	733

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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

WR Wealth Planners's PKX Position: Q3 2023 in Review

WR Wealth Planners sold out of POSCO (PKX) in Q3 2023, closing a stake of 42 shares — an estimated $3.11K sold.

WR Wealth Planners first reported a position in PKX in Q1 2023 and held it in 2 quarters. The position peaked at $3.21K in Q1 2023. 160 funds tracked by Wall St. Rank hold PKX as of Q3 2023.

WR Wealth Planners reported no remaining POSCO position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 42 POSCO shares in Q3 2023, an estimated $3.11K.
WR Wealth Planners first reported a position in POSCO in Q1 2023 and held it in 2 quarters.
WR Wealth Planners's POSCO position peaked at $3.21K in Q1 2023.
160 funds tracked by Wall St. Rank held POSCO as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.