AWM
HSBC icon

Aevitas Wealth Management’s HSBC HSBC Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-2,733
Closed -$109K – 192
2019
Q1 		$109K Sell
2,733
-70
-2% -$2.82K 0.1% 131
2018
Q4 		$111K Sell
2,803
-104
-4% -$4.16K 0.11% 128
2018
Q3 		$122K Buy
2,907
+134
+5% +$5.81K 0.11% 131
2018
Q2 		$123K Buy
2,773
+28
+1% +$1.28K 0.12% 127
2018
Q1 		$122K Sell
2,745
-57
-2% -$2.71K 0.12% 123
2017
Q4 		$132K Buy
+2,802
New +$127K 0.13% 121

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aevitas Wealth Management's HSBC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of HSBC (HSBC) in Q2 2019, closing a stake of 2,733 shares — an estimated $109K sold.

Aevitas Wealth Management first reported a position in HSBC in Q4 2017 and held it in 6 quarters. The position peaked at $132K in Q4 2017. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Aevitas Wealth Management reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 2,733 HSBC shares in Q2 2019, an estimated $109K.
  • Aevitas Wealth Management first reported a position in HSBC in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's HSBC position peaked at $132K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.