Anchor Investment Management’s HSBC HSBC Stock Holding History

Anchor Investment 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
2020 Q4	–	Sell	-200	Closed	-$3.92K	–	934
2020 Q3	$3.92K	Hold	200	–	–	﹤0.01%	753
2020 Q2	$4.67K	Hold	200	–	–	﹤0.01%	715
2020 Q1	$5.6K	Hold	200	–	–	﹤0.01%	681
2019 Q4	$7.82K	Hold	200	–	–	﹤0.01%	668
2019 Q3	$7.65K	Hold	200	–	–	﹤0.01%	664
2019 Q2	$8.35K	Sell	200 -2	-1%	-$84	﹤0.01%	647
2019 Q1	$8.12K	Sell	202 -5	-2%	-$201	﹤0.01%	646
2018 Q4	$8.22K	Sell	207 -3	-1%	-$120	﹤0.01%	647
2018 Q3	$8.8K	Sell	210 -2	-0.9%	-$87	﹤0.01%	669
2018 Q2	$9.43K	Sell	212 -2	-0.9%	-$92	﹤0.01%	659
2018 Q1	$9.53K	Sell	214 -5	-2%	-$238	﹤0.01%	645
2017 Q4	$10.3K	Buy	+219	New	+$9.9K	﹤0.01%	631
2016 Q4	–	Sell	-410	Closed	-$13.9K	–	680
2016 Q3	$13.9K	Sell	410 -465	-53%	-$14.6K	0.01%	493
2016 Q2	$24.4K	Hold	875	–	–	0.01%	426
2016 Q1	$24.3K	Buy	+875	New	+$25.9K	0.01%	405

Other funds holding HSBC

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

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

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

Anchor Investment Management's HSBC Position: Q4 2020 in Review

Anchor Investment Management sold out of HSBC (HSBC) in Q4 2020, closing a stake of 200 shares — an estimated $3.92K sold.

Anchor Investment Management first reported a position in HSBC in Q1 2016 and held it in 15 quarters. The position peaked at $24.4K in Q2 2016. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.

Anchor Investment Management reported no remaining HSBC position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 200 HSBC shares in Q4 2020, an estimated $3.92K.
Anchor Investment Management first reported a position in HSBC in Q1 2016 and held it in 15 quarters.
Anchor Investment Management's HSBC position peaked at $24.4K in Q2 2016.
269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.