Accel Wealth Management’s HSBC HSBC Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-131	Closed	-$4.47K	–	475
2023 Q1	$4.47K	Hold	131	–	–	﹤0.01%	1027
2022 Q4	$4.08K	Hold	131	–	–	﹤0.01%	842
2022 Q3	$4K	Hold	131	–	–	﹤0.01%	869
2022 Q2	$4K	Hold	131	–	–	﹤0.01%	834
2022 Q1	$5K	Hold	131	–	–	﹤0.01%	805
2021 Q4	$4K	Hold	131	–	–	﹤0.01%	838
2021 Q3	$3K	Hold	131	–	–	﹤0.01%	783
2021 Q2	$4K	Hold	131	–	–	﹤0.01%	821
2021 Q1	$4K	Hold	131	–	–	﹤0.01%	775
2020 Q4	$3K	Buy	+131	New	+$3.11K	﹤0.01%	757

Other funds holding HSBC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Accel Wealth Management's HSBC Position: Q2 2023 in Review

Accel Wealth Management sold out of HSBC (HSBC) in Q2 2023, closing a stake of 131 shares — an estimated $4.47K sold.

Accel Wealth Management first reported a position in HSBC in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

Accel Wealth Management reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 131 HSBC shares in Q2 2023, an estimated $4.47K.
Accel Wealth Management first reported a position in HSBC in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's HSBC position peaked at $5K in Q1 2022.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.