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Alera Investment Advisors’s HSBC HSBC Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$280K Sell
6,194
-1,851
-23% -$80.2K 0.03% 215
2024
Q2 		$350K Buy
+8,045
New +$346K 0.04% 173
2019
Q2 		– Sell
-1,239
Closed -$50K – 480
2019
Q1 		$50K Buy
1,239
+28
+2% +$1.13K 0.02% 165
2018
Q4 		$48K Buy
+1,211
New +$48.5K 0.03% 179

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alera Investment Advisors's HSBC Position: Q3 2024 in Review

Alera Investment Advisors reduced its HSBC (HSBC) stake by 23% in Q3 2024, selling an estimated $80.2K and leaving 6,194 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #215.

Alera Investment Advisors first reported a position in HSBC in Q4 2018 and has held it in 4 quarters since. The position peaked at $350K in Q2 2024. 425 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • Alera Investment Advisors held 6,194 shares of HSBC worth $280K as of Q3 2024.
  • Alera Investment Advisors sold 1,851 HSBC shares in Q3 2024, an estimated $80.2K.
  • HSBC made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #215 holding.
  • Alera Investment Advisors first reported a position in HSBC in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's HSBC position peaked at $350K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.