Evoke Wealth’s Shinhan Financial Group SHG Stock Holding History

Evoke Wealth’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	-167	Closed	-$4K	–	1007
2022 Q3	$4K	Sell	167 -9	-5%	-$238	﹤0.01%	938
2022 Q2	$5K	Hold	176	–	–	﹤0.01%	900
2022 Q1	$6K	Hold	176	–	–	﹤0.01%	876
2021 Q4	$5K	Hold	176	–	–	﹤0.01%	907
2021 Q3	$5K	Hold	176	–	–	﹤0.01%	863
2021 Q2	$6K	Hold	176	–	–	﹤0.01%	843
2021 Q1	$6K	Hold	176	–	–	﹤0.01%	815
2020 Q4	$5K	Hold	176	–	–	﹤0.01%	731
2020 Q3	$4K	Buy	176 +11	+7%	+$277	﹤0.01%	731
2020 Q2	$4K	Sell	165 -20	-11%	-$490	﹤0.01%	747
2020 Q1	$4.31K	Buy	185 +131	+243%	+$3.88K	﹤0.01%	643
2019 Q4	$2.06K	Hold	54	–	–	﹤0.01%	1063
2019 Q3	$1.89K	Buy	+54	New	+$1.92K	﹤0.01%	1215

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

Evoke Wealth's SHG Position: Q4 2022 in Review

Evoke Wealth sold out of Shinhan Financial Group (SHG) in Q4 2022, closing a stake of 167 shares — an estimated $4K sold.

Evoke Wealth first reported a position in SHG in Q3 2019 and held it in 13 quarters. The position peaked at $6K in Q1 2022. 144 funds tracked by Wall St. Rank hold SHG as of Q4 2022.

Evoke Wealth reported no remaining Shinhan Financial Group position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 167 Shinhan Financial Group shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in Shinhan Financial Group in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Shinhan Financial Group position peaked at $6K in Q1 2022.
144 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.