Patriot Financial Group Insurance Agency’s Shinhan Financial Group SHG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-279	Closed	-$8K	–	1684
2022 Q2	$8K	Hold	279	–	–	﹤0.01%	1349
2022 Q1	$9K	Buy	279 +242	+654%	+$7.82K	﹤0.01%	1413
2021 Q4	$1K	Sell	37 -154	-81%	-$4.94K	﹤0.01%	2073
2021 Q3	$6K	Hold	191	–	–	﹤0.01%	1657
2021 Q2	$7K	Buy	191 +25	+15%	+$898	﹤0.01%	1566
2021 Q1	$6K	Sell	166 -62	-27%	-$1.88K	﹤0.01%	1514
2020 Q4	$7K	Hold	228	–	–	﹤0.01%	1337
2020 Q3	$5K	Hold	228	–	–	﹤0.01%	1252
2020 Q2	$5K	Buy	228 +37	+19%	+$906	﹤0.01%	1197
2020 Q1	$4K	Buy	+191	New	+$5.65K	﹤0.01%	1154

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SHG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Shinhan Financial Group (SHG) in Q3 2022, closing a stake of 279 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in SHG in Q1 2020 and held it in 10 quarters. The position peaked at $9K in Q1 2022. 132 funds tracked by Wall St. Rank hold SHG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Shinhan Financial Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 279 Shinhan Financial Group shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Shinhan Financial Group in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Shinhan Financial Group position peaked at $9K in Q1 2022.
132 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.