FWA
SHG icon

FSC Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

FSC 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
2024
Q4 		– Sell
-1,799
Closed -$76.2K – 323
2024
Q3 		$76.2K Buy
+1,799
New +$73.7K 0.05% 96

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

FSC Wealth Advisors's SHG Position: Q4 2024 in Review

FSC Wealth Advisors sold out of Shinhan Financial Group (SHG) in Q4 2024, closing a stake of 1,799 shares — an estimated $76.2K sold.

FSC Wealth Advisors first reported a position in SHG in Q3 2024 and held it in 1 quarter. The position peaked at $76.2K in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

  • FSC Wealth Advisors reported no remaining Shinhan Financial Group position as of Q4 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 1,799 Shinhan Financial Group shares in Q4 2024, an estimated $76.2K.
  • FSC Wealth Advisors first reported a position in Shinhan Financial Group in Q3 2024 and held it in 1 quarter.
  • FSC Wealth Advisors's Shinhan Financial Group position peaked at $76.2K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

Based on FSC Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.