Altium Wealth Management’s HSBC HSBC Stock Holding History

Altium 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
2022 Q2	$1.23M	Buy	37,522 +8,123	+28%	+$263K	0.09%	138
2022 Q1	$1.01M	Buy	29,399 +19,869	+208%	+$685K	0.06%	160
2021 Q4	$287K	Buy	9,530 +398	+4%	+$11.6K	0.02%	325
2021 Q3	$239K	Sell	9,132 -234	-2%	-$6.37K	0.02%	337
2021 Q2	$270K	Sell	9,366 -132	-1%	-$4.03K	0.02%	329
2021 Q1	$277K	Sell	9,498 -461	-5%	-$13.2K	0.02%	310
2020 Q4	$258K	Sell	9,959 -5,163	-34%	-$123K	0.02%	306
2020 Q3	$296K	Buy	15,122 +2,042	+16%	+$44.8K	0.03%	267
2020 Q2	$305K	Buy	13,080 +2,750	+27%	+$68.3K	0.03%	265
2020 Q1	$289K	Buy	+10,330	New	+$359K	0.04%	221

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Norges Bank Oslo, Norway $935B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Altium Wealth Management's HSBC Position: Q2 2022 in Review

Altium Wealth Management increased its HSBC (HSBC) stake by 28% in Q2 2022, buying an estimated $263K and bringing the position to 37,522 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #138.

Altium Wealth Management first reported a position in HSBC in Q1 2020 and has held it in 10 quarters since. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

Altium Wealth Management held 37,522 shares of HSBC worth $1.23M as of Q2 2022.
Altium Wealth Management bought 8,123 HSBC shares in Q2 2022, an estimated $263K.
HSBC made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #138 holding.
Altium Wealth Management first reported a position in HSBC in Q1 2020 and has held it in 10 quarters since.
291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.