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Kore Private Wealth’s Shinhan Financial Group SHG Stock Holding History

Kore Private 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
2021
Q4 		– Sell
-6,240
Closed -$210K – 433
2021
Q3 		$210K Buy
+6,240
New +$209K 0.02% 419
2020
Q3 		– Sell
-1,221
Closed -$29K – 938
2020
Q2 		$29K Buy
1,221
+943
+339% +$23.1K 0.01% 580
2020
Q1 		$6K Buy
278
+87
+46% +$2.58K ﹤0.01% 781
2019
Q4 		$7K Buy
+191
New +$7.07K ﹤0.01% 811

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kore Private Wealth's SHG Position: Q4 2021 in Review

Kore Private Wealth sold out of Shinhan Financial Group (SHG) in Q4 2021, closing a stake of 6,240 shares — an estimated $210K sold.

Kore Private Wealth first reported a position in SHG in Q4 2019 and held it in 4 quarters. The position peaked at $210K in Q3 2021. 140 funds tracked by Wall St. Rank hold SHG as of Q4 2021.

  • Kore Private Wealth reported no remaining Shinhan Financial Group position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 6,240 Shinhan Financial Group shares in Q4 2021, an estimated $210K.
  • Kore Private Wealth first reported a position in Shinhan Financial Group in Q4 2019 and held it in 4 quarters.
  • Kore Private Wealth's Shinhan Financial Group position peaked at $210K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.