Advisor Partners II’s HSBC HSBC Stock Holding History

Advisor Partners II’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 Q3	$3.24M	Buy	82,218 +7,224	+10%	+$285K	0.13%	164
2023 Q2	$2.97M	Buy	74,994 +5,415	+8%	+$202K	0.14%	141
2023 Q1	$2.37M	Buy	69,579 +8,466	+14%	+$304K	0.13%	153
2022 Q4	$1.9M	Buy	61,113 +4,969	+9%	+$141K	0.12%	190
2022 Q3	$1.46M	Buy	+56,144	New	+$1.74M	0.11%	198

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Advisor Partners II's HSBC Position: Q3 2023 in Review

Advisor Partners II increased its HSBC (HSBC) stake by 9.6% in Q3 2023, buying an estimated $285K and bringing the position to 82,218 shares worth $3.24M. The position accounts for 0.13% of the portfolio, ranked #164.

Advisor Partners II first reported a position in HSBC in Q3 2022 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

Advisor Partners II held 82,218 shares of HSBC worth $3.24M as of Q3 2023.
Advisor Partners II bought 7,224 HSBC shares in Q3 2023, an estimated $285K.
HSBC made up 0.13% of Advisor Partners II's portfolio in Q3 2023, its #164 holding.
Advisor Partners II first reported a position in HSBC in Q3 2022 and has held it in 5 quarters since.
374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.