AWM
HSBC icon

Alterna Wealth Management’s HSBC HSBC Stock Holding History

Alterna 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
Q1 		– Sell
-7,675
Closed -$343K – 208
2018
Q4 		$343K Buy
+7,675
New +$307K 0.06% 230

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Alterna Wealth Management's HSBC Position: Q1 2019 in Review

Alterna Wealth Management sold out of HSBC (HSBC) in Q1 2019, closing a stake of 7,675 shares — an estimated $343K sold.

Alterna Wealth Management first reported a position in HSBC in Q4 2018 and held it in 1 quarter. The position peaked at $343K in Q4 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • Alterna Wealth Management reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 7,675 HSBC shares in Q1 2019, an estimated $343K.
  • Alterna Wealth Management first reported a position in HSBC in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's HSBC position peaked at $343K in Q4 2018.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.