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Clearstead Advisors’s Shinhan Financial Group SHG Stock Holding History

Clearstead 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
2024
Q2 		– Sell
-71
Closed -$2.49K – 2064
2024
Q1 		$2.49K Hold
71
– – ﹤0.01% 1286
2023
Q4 		$2.19K Buy
+71
New +$1.95K ﹤0.01% 1274
2021
Q3 		– Sell
-76
Closed -$3K – 1372
2021
Q2 		$3K Buy
+76
New +$2.73K ﹤0.01% 983

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

Clearstead Advisors's SHG Position: Q2 2024 in Review

Clearstead Advisors sold out of Shinhan Financial Group (SHG) in Q2 2024, closing a stake of 71 shares — an estimated $2.49K sold.

Clearstead Advisors first reported a position in SHG in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 181 funds tracked by Wall St. Rank hold SHG as of Q2 2024.

  • Clearstead Advisors reported no remaining Shinhan Financial Group position as of Q2 2024 after selling out during the quarter.
  • Clearstead Advisors sold 71 Shinhan Financial Group shares in Q2 2024, an estimated $2.49K.
  • Clearstead Advisors first reported a position in Shinhan Financial Group in Q2 2021 and held it in 3 quarters.
  • Clearstead Advisors's Shinhan Financial Group position peaked at $3K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2024.

Based on Clearstead Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.