WR Wealth Planners’s Shinhan Financial Group SHG Stock Holding History

WR Wealth Planners’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 Q4	$1.94K	Hold	59	–	–	﹤0.01%	865
2024 Q3	$2.5K	Sell	59 -35	-37%	-$1.43K	﹤0.01%	863
2024 Q2	$3.27K	Hold	94	–	–	﹤0.01%	786
2024 Q1	$3.34K	Buy	+94	New	+$3.04K	﹤0.01%	791
2023 Q4	–	Sell	-154	Closed	-$4.08K	–	739
2023 Q3	$4.08K	Buy	154 +52	+51%	+$1.39K	﹤0.01%	701
2023 Q2	$2.66K	Hold	102	–	–	﹤0.01%	747
2023 Q1	$2.75K	Buy	+102	New	+$3.11K	﹤0.01%	745

Other funds holding SHG

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

WR Wealth Planners's SHG Position: Q4 2024 in Review

WR Wealth Planners held its Shinhan Financial Group (SHG) position steady in Q4 2024 at 59 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

WR Wealth Planners first reported a position in SHG in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.08K in Q3 2023. 210 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

WR Wealth Planners held 59 shares of Shinhan Financial Group worth $1.94K as of Q4 2024.
WR Wealth Planners left its Shinhan Financial Group share count unchanged in Q4 2024.
Shinhan Financial Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #865 holding.
WR Wealth Planners first reported a position in Shinhan Financial Group in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Shinhan Financial Group position peaked at $4.08K in Q3 2023.
210 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.