Axxcess Wealth Management’s HSBC HSBC Stock Holding History

Axxcess Wealth 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
2023 Q4	–	Sell	-7,964	Closed	-$314K	–	881
2023 Q3	$314K	Buy	+7,964	New	+$314K	0.01%	587

Other funds holding HSBC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Axxcess Wealth Management's HSBC Position: Q4 2023 in Review

Axxcess Wealth Management sold out of HSBC (HSBC) in Q4 2023, closing a stake of 7,964 shares — an estimated $314K sold.

Axxcess Wealth Management first reported a position in HSBC in Q3 2023 and held it in 1 quarter. The position peaked at $314K in Q3 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

Axxcess Wealth Management reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 7,964 HSBC shares in Q4 2023, an estimated $314K.
Axxcess Wealth Management first reported a position in HSBC in Q3 2023 and held it in 1 quarter.
Axxcess Wealth Management's HSBC position peaked at $314K in Q3 2023.
411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.