Advisory Alpha’s HSBC HSBC Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-49	Closed	-$1K	–	331
2020 Q3	$1K	Buy	+49	New	+$1.07K	﹤0.01%	653
2020 Q2	–	Sell	-49	Closed	-$1.23K	–	313
2020 Q1	$1.23K	Hold	49	–	–	﹤0.01%	630
2019 Q4	$1.89K	Hold	49	–	–	﹤0.01%	665
2019 Q3	$1.81K	Buy	+49	New	+$1.9K	﹤0.01%	659

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Advisory Alpha's HSBC Position: Q4 2020 in Review

Advisory Alpha sold out of HSBC (HSBC) in Q4 2020, closing a stake of 49 shares — an estimated $1K sold.

Advisory Alpha first reported a position in HSBC in Q3 2019 and held it in 4 quarters. The position peaked at $1.89K in Q4 2019. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.

Advisory Alpha reported no remaining HSBC position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 49 HSBC shares in Q4 2020, an estimated $1K.
Advisory Alpha first reported a position in HSBC in Q3 2019 and held it in 4 quarters.
Advisory Alpha's HSBC position peaked at $1.89K in Q4 2019.
269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.