Aspire Private Capital’s HSBC HSBC Stock Holding History

Aspire Private Capital’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	-202	Closed	-$4K	–	487
2020 Q3	$4K	Buy	+202	New	+$4.43K	﹤0.01%	325
2020 Q1	–	Sell	-202	Closed	-$8K	–	349
2019 Q4	$8K	Hold	202	–	–	﹤0.01%	277
2019 Q3	$8K	Hold	202	–	–	﹤0.01%	264
2019 Q2	$8K	Sell	202 -2	-1%	-$84	﹤0.01%	285
2019 Q1	$8K	Buy	+204	New	+$8.22K	﹤0.01%	331

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

Aspire Private Capital's HSBC Position: Q4 2020 in Review

Aspire Private Capital sold out of HSBC (HSBC) in Q4 2020, closing a stake of 202 shares — an estimated $4K sold.

Aspire Private Capital first reported a position in HSBC in Q1 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.

Aspire Private Capital reported no remaining HSBC position as of Q4 2020 after selling out during the quarter.
Aspire Private Capital sold 202 HSBC shares in Q4 2020, an estimated $4K.
Aspire Private Capital first reported a position in HSBC in Q1 2019 and held it in 5 quarters.
Aspire Private Capital's HSBC position peaked at $8K in Q4 2019.
269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.

Based on Aspire Private Capital's 13F filing for Q4 2020, filed 16 Feb 2021.