SWS
SHG icon

SYSTM Wealth Solutions’s Shinhan Financial Group SHG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-354
Closed -$12.3K – 534
2024
Q2 		$12.3K Hold
354
– – ﹤0.01% 449
2024
Q1 		$12.8K Sell
354
-60
-14% -$1.94K ﹤0.01% 754
2023
Q4 		$12.7K Buy
+414
New +$11.4K ﹤0.01% 799

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYSTM Wealth Solutions's SHG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Shinhan Financial Group (SHG) in Q3 2024, closing a stake of 354 shares — an estimated $12.3K sold.

SYSTM Wealth Solutions first reported a position in SHG in Q4 2023 and held it in 3 quarters. The position peaked at $12.8K in Q1 2024. 194 funds tracked by Wall St. Rank hold SHG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Shinhan Financial Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 354 Shinhan Financial Group shares in Q3 2024, an estimated $12.3K.
  • SYSTM Wealth Solutions first reported a position in Shinhan Financial Group in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Shinhan Financial Group position peaked at $12.8K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.