SFS
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Sowell Financial Services’s Shinhan Financial Group SHG Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-16
Closed -$1K – 2339
2021
Q1 		$1K Buy
+16
New +$485 ﹤0.01% 3005

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BlackRock
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Lazard Asset Management
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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 $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Sowell Financial Services's SHG Position: Q2 2021 in Review

Sowell Financial Services sold out of Shinhan Financial Group (SHG) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in SHG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 135 funds tracked by Wall St. Rank hold SHG as of Q2 2021.

  • Sowell Financial Services reported no remaining Shinhan Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 16 Shinhan Financial Group shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Shinhan Financial Group in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Shinhan Financial Group position peaked at $1K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.