TCWP’s Shinhan Financial Group SHG Stock Holding History

TCWP’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 Q2	–	Sell	-605	Closed	-$20K	–	1477
2022 Q1	$20K	Buy	+605	New	+$19.6K	﹤0.01%	709

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

TCWP's SHG Position: Q2 2022 in Review

TCWP sold out of Shinhan Financial Group (SHG) in Q2 2022, closing a stake of 605 shares — an estimated $20K sold.

TCWP first reported a position in SHG in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 134 funds tracked by Wall St. Rank hold SHG as of Q2 2022.

TCWP reported no remaining Shinhan Financial Group position as of Q2 2022 after selling out during the quarter.
TCWP sold 605 Shinhan Financial Group shares in Q2 2022, an estimated $20K.
TCWP first reported a position in Shinhan Financial Group in Q1 2022 and held it in 1 quarter.
TCWP's Shinhan Financial Group position peaked at $20K in Q1 2022.
134 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.