Advisor Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.05M | Buy |
62,672
+5,892
| +10% | +$191K | 0.14% | 145 |
|
|
2022
Q1 | $1.94M | Sell |
56,780
-1,636
| -3% | -$56.4K | 0.12% | 165 |
|
|
2021
Q4 | $1.76M | Buy |
58,416
+3,193
| +6% | +$93.2K | 0.11% | 186 |
|
|
2021
Q3 | $1.44M | Sell |
55,223
-3,055
| -5% | -$83.2K | 0.1% | 199 |
|
|
2021
Q2 | $1.68M | Sell |
58,278
-2,061
| -3% | -$62.9K | 0.11% | 181 |
|
|
2021
Q1 | $1.76M | Sell |
60,339
-867
| -1% | -$24.8K | 0.13% | 160 |
|
|
2020
Q4 | $1.59M | Buy |
61,206
+8,844
| +17% | +$210K | 0.12% | 169 |
|
|
2020
Q3 | $1.02M | Sell |
52,362
-932
| -2% | -$20.4K | 0.09% | 203 |
|
|
2020
Q2 | $1.24M | Buy |
53,294
+14,158
| +36% | +$352K | 0.12% | 174 |
|
|
2020
Q1 | $1.1M | Buy |
39,136
+15,438
| +65% | +$536K | 0.13% | 155 |
|
|
2019
Q4 | $909K | Buy |
23,698
+5,207
| +28% | +$197K | 0.09% | 226 |
|
|
2019
Q3 | $708K | Sell |
18,491
-16,909
| -48% | -$655K | 0.09% | 247 |
|
|
2019
Q2 | $1.48M | Buy |
35,400
+1,176
| +3% | +$49.3K | 0.18% | 106 |
|
|
2019
Q1 | $1.37M | Buy |
34,224
+467
| +1% | +$18.8K | 0.18% | 110 |
|
|
2018
Q4 | $1.34M | Buy |
33,757
+15,018
| +80% | +$601K | 0.21% | 106 |
|
|
2018
Q3 | $785K | Sell |
18,739
-5,958
| -24% | -$258K | 0.11% | 196 |
|
|
2018
Q2 | $1.1M | Buy |
24,697
+4,933
| +25% | +$226K | 0.19% | 119 |
|
|
2018
Q1 | $879K | Buy |
19,764
+2,561
| +15% | +$122K | 0.16% | 137 |
|
|
2017
Q4 | $870K | Buy |
17,203
+6,599
| +62% | +$298K | 0.16% | 146 |
|
|
2017
Q3 | $479K | Buy |
10,604
+2,815
| +36% | +$125K | 0.09% | 234 |
|
|
2017
Q2 | $330K | Buy |
+7,789
| New | +$302K | 0.08% | 313 |
|
|
2017
Q1 | – | Sell |
-10,419
| Closed | -$378K | – | 442 |
|
|
2016
Q4 | $378K | Buy |
10,419
+1,520
| +17% | +$53.9K | 0.11% | 221 |
|
|
2016
Q3 | $302K | Buy |
+8,899
| New | +$279K | 0.1% | 251 |
|
|
2016
Q1 | – | Sell |
-14,805
| Closed | -$521K | – | 386 |
|
|
2015
Q4 | $521K | Buy |
14,805
+1,479
| +11% | +$52.2K | 0.18% | 142 |
|
|
2015
Q3 | $450K | Sell |
13,326
-1,196
| -8% | -$44.7K | 0.19% | 138 |
|
|
2015
Q2 | $578K | Buy |
14,522
+2,023
| +16% | +$84.3K | 0.22% | 134 |
|
|
2015
Q1 | $469K | Sell |
12,499
-1,777
| -12% | -$69.3K | 0.2% | 153 |
|
|
2014
Q4 | $621K | Sell |
14,276
-680
| -5% | -$29K | 0.27% | 108 |
|
|
2014
Q3 | $656K | Sell |
14,956
-5
| -0% | -$228 | 0.38% | 85 |
|
|
2014
Q2 | $655K | Sell |
14,961
-550
| -4% | -$24.5K | 0.32% | 99 |
|
|
2014
Q1 | $679K | Sell |
15,511
-188
| -1% | -$8.53K | 0.37% | 81 |
|
|
2013
Q4 | $746K | Buy |
15,699
+1,251
| +9% | +$59.2K | 0.43% | 68 |
|
|
2013
Q3 | $675K | Buy |
14,448
+627
| +5% | +$29.8K | 0.48% | 63 |
|
|
2013
Q2 | $618K | Buy |
+13,821
| New | +$647K | 0.51% | 61 |
|
Other funds holding HSBC
Advisor Partners's HSBC Position: Q2 2022 in Review
Advisor Partners increased its HSBC (HSBC) stake by 10% in Q2 2022, buying an estimated $191K and bringing the position to 62,672 shares worth $2.05M. The position accounts for 0.14% of the portfolio, ranked #145.
Advisor Partners first reported a position in HSBC in Q2 2013 and has held it in 34 quarters since. 292 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.
- Advisor Partners held 62,672 shares of HSBC worth $2.05M as of Q2 2022.
- Advisor Partners bought 5,892 HSBC shares in Q2 2022, an estimated $191K.
- HSBC made up 0.14% of Advisor Partners's portfolio in Q2 2022, its #145 holding.
- Advisor Partners first reported a position in HSBC in Q2 2013 and has held it in 34 quarters since.
- 292 funds tracked by Wall St. Rank held HSBC as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.