Fiduciary Alliance’s Shinhan Financial Group SHG Stock Holding History

Fiduciary Alliance’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
2023 Q1	–	Sell	-71	Closed	-$1.98K	–	733
2022 Q4	$1.98K	Buy	+71	New	+$1.91K	﹤0.01%	697

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Fiduciary Alliance's SHG Position: Q1 2023 in Review

Fiduciary Alliance sold out of Shinhan Financial Group (SHG) in Q1 2023, closing a stake of 71 shares — an estimated $1.98K sold.

Fiduciary Alliance first reported a position in SHG in Q4 2022 and held it in 1 quarter. The position peaked at $1.98K in Q4 2022. 135 funds tracked by Wall St. Rank hold SHG as of Q1 2023.

Fiduciary Alliance reported no remaining Shinhan Financial Group position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 71 Shinhan Financial Group shares in Q1 2023, an estimated $1.98K.
Fiduciary Alliance first reported a position in Shinhan Financial Group in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Shinhan Financial Group position peaked at $1.98K in Q4 2022.
135 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.