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Meridian Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-185
Closed -$6K – 1047
2021
Q1 		$6K Buy
+185
New +$5.6K ﹤0.01% 631

Other funds holding SHG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Meridian Wealth Partners's SHG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Shinhan Financial Group (SHG) in Q2 2021, closing a stake of 185 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in SHG in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 134 funds tracked by Wall St. Rank hold SHG as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Shinhan Financial Group position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 185 Shinhan Financial Group shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in Shinhan Financial Group in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Shinhan Financial Group position peaked at $6K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.