1NWS
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1 North Wealth Services’s HSBC HSBC Stock Holding History

1 North Wealth Services’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$165K Sell
4,211
-175
-4% -$6.64K 0.1% 65
2019
Q3 		$168K Buy
+4,386
New +$170K 0.11% 57

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HL
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Northern Trust
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CI
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Bank of America
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JP Morgan Chase
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

1 North Wealth Services's HSBC Position: Q4 2019 in Review

1 North Wealth Services reduced its HSBC (HSBC) stake by 4% in Q4 2019, selling an estimated $6.64K and leaving 4,211 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #65.

1 North Wealth Services first reported a position in HSBC in Q3 2019 and has held it in 2 quarters since. The position peaked at $168K in Q3 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • 1 North Wealth Services held 4,211 shares of HSBC worth $165K as of Q4 2019.
  • 1 North Wealth Services sold 175 HSBC shares in Q4 2019, an estimated $6.64K.
  • HSBC made up 0.1% of 1 North Wealth Services's portfolio in Q4 2019, its #65 holding.
  • 1 North Wealth Services first reported a position in HSBC in Q3 2019 and has held it in 2 quarters since.
  • 1 North Wealth Services's HSBC position peaked at $168K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.