Aveo Capital Partners’s HSBC HSBC Stock Holding History

Aveo Capital Partners’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
2024 Q2	–	Sell	-4,513	Closed	-$201K	–	343
2024 Q1	$201K	Buy	+4,513	New	+$176K	0.02%	357

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Aveo Capital Partners's HSBC Position: Q2 2024 in Review

Aveo Capital Partners sold out of HSBC (HSBC) in Q2 2024, closing a stake of 4,513 shares — an estimated $201K sold.

Aveo Capital Partners first reported a position in HSBC in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Aveo Capital Partners reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 4,513 HSBC shares in Q2 2024, an estimated $201K.
Aveo Capital Partners first reported a position in HSBC in Q1 2024 and held it in 1 quarter.
Aveo Capital Partners's HSBC position peaked at $201K in Q1 2024.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.