AllSquare Wealth Management’s HSBC HSBC Stock Holding History

AllSquare 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 Q4	–	Sell	-88	Closed	-$3K	–	458
2019 Q3	$3K	Hold	88	–	–	﹤0.01%	396
2019 Q2	$4K	Sell	88 -1	-1%	-$42	﹤0.01%	400
2019 Q1	$4K	Sell	89 -2	-2%	-$81	﹤0.01%	401
2018 Q4	$4K	Sell	91 -1	-1%	-$40	﹤0.01%	392
2018 Q3	$4K	Buy	+92	New	+$3.99K	﹤0.01%	415

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PPA

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

AllSquare Wealth Management's HSBC Position: Q4 2019 in Review

AllSquare Wealth Management sold out of HSBC (HSBC) in Q4 2019, closing a stake of 88 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in HSBC in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

AllSquare Wealth Management reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
AllSquare Wealth Management sold 88 HSBC shares in Q4 2019, an estimated $3K.
AllSquare Wealth Management first reported a position in HSBC in Q3 2018 and held it in 5 quarters.
AllSquare Wealth Management's HSBC position peaked at $4K in Q2 2019.
406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on AllSquare Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.