Castle Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Castle Wealth Management’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 Q4	–	Sell	-950	Closed	–	–	536
2022 Q3	$0	Buy	+950	New	+$25.2K	﹤0.01%	727

Other funds holding SHG

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Castle Wealth Management's SHG Position: Q4 2022 in Review

Castle Wealth Management sold out of Shinhan Financial Group (SHG) in Q4 2022, closing a stake of 950 shares.

Castle Wealth Management first reported a position in SHG in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 144 funds tracked by Wall St. Rank hold SHG as of Q4 2022.

Castle Wealth Management reported no remaining Shinhan Financial Group position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 950 Shinhan Financial Group shares in Q4 2022.
Castle Wealth Management first reported a position in Shinhan Financial Group in Q3 2022 and held it in 1 quarter.
Castle Wealth Management's Shinhan Financial Group position peaked at $0 in Q3 2022.
144 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.