DHGWA
SHG icon

Dixon Hughes Goodman Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$1K Sell
39
-59
-60% -$1.91K ﹤0.01% 833
2021
Q4 		$3K Buy
+98
New +$3.14K ﹤0.01% 651

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SHG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Shinhan Financial Group (SHG) stake by 60% in Q1 2022, selling an estimated $1.91K and leaving 39 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Dixon Hughes Goodman Wealth Advisors first reported a position in SHG in Q4 2021 and has held it in 2 quarters since. The position peaked at $3K in Q4 2021. 141 funds tracked by Wall St. Rank hold SHG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 39 shares of Shinhan Financial Group worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 59 Shinhan Financial Group shares in Q1 2022, an estimated $1.91K.
  • Shinhan Financial Group made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #833 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Shinhan Financial Group position peaked at $3K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.