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Glassman Wealth Services’s Shinhan Financial Group SHG Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,308
Closed -$40.3K – 1533
2023
Q4 		$40.3K Buy
1,308
+30
+2% +$825 0.01% 492
2023
Q3 		$33.9K Sell
1,278
-47
-4% -$1.26K 0.01% 524
2023
Q2 		$34.5K Buy
1,325
+46
+4% +$1.22K 0.01% 497
2023
Q1 		$34.5K Buy
1,279
+20
+2% +$610 0.01% 495
2022
Q4 		$35.2K Buy
1,259
+210
+20% +$5.66K 0.01% 508
2022
Q3 		$24K Buy
1,049
+213
+25% +$5.64K 0.01% 570
2022
Q2 		$24K Sell
836
-138
-14% -$4.48K ﹤0.01% 578
2022
Q1 		$33K Sell
974
-43
-4% -$1.39K 0.01% 504
2021
Q4 		$31K Buy
1,017
+518
+104% +$16.6K 0.01% 498
2021
Q3 		$17K Buy
499
+32
+7% +$1.07K ﹤0.01% 633
2021
Q2 		$17K Hold
467
– – ﹤0.01% 621
2021
Q1 		$16K Buy
467
+78
+20% +$2.36K ﹤0.01% 590
2020
Q4 		$12K Buy
389
+53
+16% +$1.51K ﹤0.01% 682
2020
Q3 		$8K Buy
336
+180
+115% +$4.53K ﹤0.01% 676
2020
Q2 		$4K Buy
+156
New +$3.82K ﹤0.01% 694

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Glassman Wealth Services's SHG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Shinhan Financial Group (SHG) in Q1 2024, closing a stake of 1,308 shares — an estimated $40.3K sold.

Glassman Wealth Services first reported a position in SHG in Q2 2020 and held it in 15 quarters. The position peaked at $40.3K in Q4 2023. 174 funds tracked by Wall St. Rank hold SHG as of Q1 2024.

  • Glassman Wealth Services reported no remaining Shinhan Financial Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,308 Shinhan Financial Group shares in Q1 2024, an estimated $40.3K.
  • Glassman Wealth Services first reported a position in Shinhan Financial Group in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Shinhan Financial Group position peaked at $40.3K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.