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Liberty Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Liberty Wealth Management’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
-1,102
Closed -$37K – 934
2021
Q3 		$37K Buy
1,102
+784
+247% +$26.2K 0.01% 482
2021
Q2 		$11K Buy
318
+259
+439% +$9.3K ﹤0.01% 638
2021
Q1 		$1K Hold
59
– – ﹤0.01% 898
2020
Q4 		$1K Buy
+59
New +$1.68K ﹤0.01% 901

Other funds holding SHG

BlackRock
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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

Liberty Wealth Management's SHG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Shinhan Financial Group (SHG) in Q4 2021, closing a stake of 1,102 shares — an estimated $37K sold.

Liberty Wealth Management first reported a position in SHG in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q3 2021. 140 funds tracked by Wall St. Rank hold SHG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Shinhan Financial Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,102 Shinhan Financial Group shares in Q4 2021, an estimated $37K.
  • Liberty Wealth Management first reported a position in Shinhan Financial Group in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Shinhan Financial Group position peaked at $37K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.