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Founders Financial Alliance’s Shinhan Financial Group SHG Stock Holding History

Founders Financial 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
2020
Q4 		– Sell
-160
Closed -$4K – 1102
2020
Q3 		$4K Buy
+160
New +$4.03K ﹤0.01% 1080

Other funds holding SHG

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Dimensional Fund Advisors
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Financial Alliance's SHG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Shinhan Financial Group (SHG) in Q4 2020, closing a stake of 160 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in SHG in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 115 funds tracked by Wall St. Rank hold SHG as of Q4 2020.

  • Founders Financial Alliance reported no remaining Shinhan Financial Group position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 160 Shinhan Financial Group shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Shinhan Financial Group in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Shinhan Financial Group position peaked at $4K in Q3 2020.
  • 115 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.