AMG National Trust Bank’s HSBC HSBC Stock Holding History

AMG National Trust Bank’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
2023 Q2	–	Sell	-7,709	Closed	-$263K	–	448
2023 Q1	$263K	Hold	7,709	–	–	0.01%	417
2022 Q4	$240K	Hold	7,709	–	–	0.01%	412
2022 Q3	$201K	Buy	+7,709	New	+$240K	0.01%	421

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AMG National Trust Bank's HSBC Position: Q2 2023 in Review

AMG National Trust Bank sold out of HSBC (HSBC) in Q2 2023, closing a stake of 7,709 shares — an estimated $263K sold.

AMG National Trust Bank first reported a position in HSBC in Q3 2022 and held it in 3 quarters. The position peaked at $263K in Q1 2023. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

AMG National Trust Bank reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
AMG National Trust Bank sold 7,709 HSBC shares in Q2 2023, an estimated $263K.
AMG National Trust Bank first reported a position in HSBC in Q3 2022 and held it in 3 quarters.
AMG National Trust Bank's HSBC position peaked at $263K in Q1 2023.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on AMG National Trust Bank's 13F filing for Q2 2023, filed 3 Aug 2023.