AF
SHG icon

Advisornet Financial’s Shinhan Financial Group SHG Stock Holding History

Advisornet Financial’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$426 – 2176
2024
Q1 		$426 Buy
+12
New +$388 ﹤0.01% 1902
2022
Q1 		– Sell
-618
Closed -$19K – 2188
2021
Q4 		$19K Hold
618
– – ﹤0.01% 1303
2021
Q3 		$21K Hold
618
– – ﹤0.01% 1244
2021
Q2 		$22K Hold
618
– – ﹤0.01% 1204
2021
Q1 		$21K Hold
618
– – ﹤0.01% 1184
2020
Q4 		$18K Buy
618
+52
+9% +$1.48K ﹤0.01% 1160
2020
Q3 		$13K Buy
+566
New +$14.2K ﹤0.01% 1211

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Advisornet Financial's SHG Position: Q2 2024 in Review

Advisornet Financial sold out of Shinhan Financial Group (SHG) in Q2 2024, closing a stake of 12 shares — an estimated $426 sold.

Advisornet Financial first reported a position in SHG in Q3 2020 and held it in 7 quarters. The position peaked at $22K in Q2 2021. 181 funds tracked by Wall St. Rank hold SHG as of Q2 2024.

  • Advisornet Financial reported no remaining Shinhan Financial Group position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 12 Shinhan Financial Group shares in Q2 2024, an estimated $426.
  • Advisornet Financial first reported a position in Shinhan Financial Group in Q3 2020 and held it in 7 quarters.
  • Advisornet Financial's Shinhan Financial Group position peaked at $22K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.