Wipfli Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

Wipfli Financial Advisors’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	$187K	Buy	+8,112	New	+$215K	0.01%	471

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

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

Wipfli Financial Advisors's SHG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Shinhan Financial Group (SHG) in Q3 2022: 8,112 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings.

131 funds tracked by Wall St. Rank hold SHG as of Q3 2022.

Wipfli Financial Advisors held 8,112 shares of Shinhan Financial Group worth $187K as of Q3 2022.
Shinhan Financial Group was a new Wipfli Financial Advisors position in Q3 2022.
Shinhan Financial Group made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #471 holding.
131 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.