Ategra Capital Management’s HSBC HSBC Stock Holding History

Ategra Capital 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 Q1	–	Sell	-7,814	Closed	-$305K	–	86
2019 Q4	$305K	Sell	7,814 -627	-7%	-$23.8K	0.26%	70
2019 Q3	$323K	Hold	8,441	–	–	0.29%	71
2019 Q2	$352K	Sell	8,441 -100	-1%	-$4.19K	0.33%	71
2019 Q1	$343K	Buy	+8,541	New	+$344K	0.34%	67

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

PPA

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ategra Capital Management's HSBC Position: Q1 2020 in Review

Ategra Capital Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 7,814 shares — an estimated $305K sold.

Ategra Capital Management first reported a position in HSBC in Q1 2019 and held it in 4 quarters. The position peaked at $352K in Q2 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Ategra Capital Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Ategra Capital Management sold 7,814 HSBC shares in Q1 2020, an estimated $305K.
Ategra Capital Management first reported a position in HSBC in Q1 2019 and held it in 4 quarters.
Ategra Capital Management's HSBC position peaked at $352K in Q2 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Ategra Capital Management's 13F filing for Q1 2020, filed 14 Feb 2025.