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Bellwether Advisors’s Shinhan Financial Group SHG Stock Holding History

Bellwether Advisors’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
2022
Q2 		– Sell
-134
Closed -$4K – 549
2022
Q1 		$4K Hold
134
– – ﹤0.01% 391
2021
Q4 		$4K Hold
134
– – ﹤0.01% 424
2021
Q3 		$4K Buy
+134
New +$4.48K ﹤0.01% 405

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's SHG Position: Q2 2022 in Review

Bellwether Advisors sold out of Shinhan Financial Group (SHG) in Q2 2022, closing a stake of 134 shares — an estimated $4K sold.

Bellwether Advisors first reported a position in SHG in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 134 funds tracked by Wall St. Rank hold SHG as of Q2 2022.

  • Bellwether Advisors reported no remaining Shinhan Financial Group position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 134 Shinhan Financial Group shares in Q2 2022, an estimated $4K.
  • Bellwether Advisors first reported a position in Shinhan Financial Group in Q3 2021 and held it in 3 quarters.
  • Bellwether Advisors's Shinhan Financial Group position peaked at $4K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.