ACS
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Archford Capital Strategies’s HSBC HSBC Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-15,510
Closed -$434K – 248
2020
Q1 		$434K Buy
+15,510
New +$539K 0.17% 155
2019
Q3 		– Sell
-1,707
Closed -$71K – 350
2019
Q2 		$71K Sell
1,707
-20
-1% -$838 0.03% 258
2019
Q1 		$69K Sell
1,727
-148
-8% -$5.96K 0.03% 259
2018
Q4 		$74K Sell
1,875
-9,683
-84% -$388K 0.03% 249
2018
Q3 		$484K Sell
11,558
-216
-2% -$9.36K 0.18% 148
2018
Q2 		$523K Buy
+11,774
New +$540K 0.18% 147
2018
Q1 		– Sell
-7,425
Closed -$350K – 687
2017
Q4 		$350K Buy
+7,425
New +$336K 0.13% 165
2017
Q2 		– Sell
-785
Closed -$29K – 373
2017
Q1 		$29K Buy
785
+775
+7,750% +$29.1K 0.01% 325
2016
Q4 		$0 Sell
10
-8,302
-100% -$294K ﹤0.01% 693
2016
Q3 		$282K Buy
8,312
+8,302
+83,020% +$261K 0.12% 159
2016
Q2 		$0 Buy
+10
New +$283 ﹤0.01% 747
2016
Q1 		– Sell
-10
Closed -$1K – 355
2015
Q4 		$1K Hold
10
– – ﹤0.01% 761
2015
Q3 		$0 Hold
10
– – ﹤0.01% 705
2015
Q2 		$0 Hold
10
– – ﹤0.01% 699
2015
Q1 		$383 Hold
10
– – ﹤0.01% 724
2014
Q4 		$0 Hold
10
– – ﹤0.01% 741
2014
Q3 		$0 Hold
10
– – ﹤0.01% 762
2014
Q2 		$457 Hold
10
– – ﹤0.01% 868
2014
Q1 		$457 Buy
+10
New +$454 ﹤0.01% 824

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archford Capital Strategies's HSBC Position: Q2 2020 in Review

Archford Capital Strategies sold out of HSBC (HSBC) in Q2 2020, closing a stake of 15,510 shares — an estimated $434K sold.

Archford Capital Strategies first reported a position in HSBC in Q1 2014 and held it in 19 quarters. The position peaked at $523K in Q2 2018. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Archford Capital Strategies reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Archford Capital Strategies sold 15,510 HSBC shares in Q2 2020, an estimated $434K.
  • Archford Capital Strategies first reported a position in HSBC in Q1 2014 and held it in 19 quarters.
  • Archford Capital Strategies's HSBC position peaked at $523K in Q2 2018.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Archford Capital Strategies's 13F filing for Q2 2020, filed 24 Jul 2020.