American Portfolios Advisors’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History

American Portfolios Advisors’s Portfolio HSBC.PRA Stock Details HSBC.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,320	Closed	-$89.2K	–	2958
2019 Q4	$89.2K	Buy	3,320 +2,000	+152%	+$52.8K	0.01%	1094
2019 Q3	$34.7K	Hold	1,320	–	–	﹤0.01%	1440
2019 Q2	$34.6K	Hold	1,320	–	–	﹤0.01%	1428
2019 Q1	$34K	Hold	1,320	–	–	﹤0.01%	1351
2018 Q4	$34K	Hold	1,320	–	–	﹤0.01%	1174
2018 Q3	$33.9K	Buy	1,320 +1,000	+313%	+$26.1K	﹤0.01%	1275
2018 Q2	$8.51K	Hold	320	–	–	﹤0.01%	1783
2018 Q1	$8.24K	Hold	320	–	–	﹤0.01%	1703
2017 Q4	$8.26K	Buy	+320	New	+$8.35K	﹤0.01%	1633

Other funds holding HSBC.PRA

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

American Portfolios Advisors's HSBC.PRA Position: Q1 2020 in Review

American Portfolios Advisors sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q1 2020, closing a stake of 3,320 shares — an estimated $89.2K sold.

American Portfolios Advisors first reported a position in HSBC.PRA in Q4 2017 and held it in 9 quarters. The position peaked at $89.2K in Q4 2019. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

American Portfolios Advisors reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q1 2020 after selling out during the quarter.
American Portfolios Advisors sold 3,320 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $89.2K.
American Portfolios Advisors first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q4 2017 and held it in 9 quarters.
American Portfolios Advisors's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $89.2K in Q4 2019.
32 funds tracked by Wall St. Rank held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.