Baldwin Wealth Partners’s HSBC HSBC Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-259	Closed	-$11.7K	–	587
2024 Q3	$11.7K	Buy	259 +109	+73%	+$4.72K	﹤0.01%	771
2024 Q2	$6.53K	Hold	150	–	–	﹤0.01%	574
2024 Q1	$5.9K	Hold	150	–	–	﹤0.01%	583
2023 Q4	$6.08K	Hold	150	–	–	﹤0.01%	610
2023 Q3	$5.92K	Hold	150	–	–	﹤0.01%	613
2023 Q2	$5.94K	Hold	150	–	–	﹤0.01%	637
2023 Q1	$5.12K	Hold	150	–	–	﹤0.01%	670
2022 Q4	$4.67K	Buy	+150	New	+$4.26K	﹤0.01%	664
2020 Q4	–	Sell	-2,730	Closed	-$53K	–	559
2020 Q3	$53K	Sell	2,730 -75	-3%	-$1.64K	0.01%	291
2020 Q2	$65K	Sell	2,805 -390	-12%	-$9.68K	0.01%	263
2020 Q1	$89K	Buy	3,195 +930	+41%	+$32.3K	0.02%	211
2019 Q4	$89K	Hold	2,265	–	–	0.01%	251
2019 Q3	$87K	Buy	+2,265	New	+$87.8K	0.01%	244

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's HSBC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of HSBC (HSBC) in Q4 2024, closing a stake of 259 shares — an estimated $11.7K sold.

Baldwin Wealth Partners first reported a position in HSBC in Q3 2019 and held it in 13 quarters. The position peaked at $89K in Q1 2020. 465 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

Baldwin Wealth Partners reported no remaining HSBC position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 259 HSBC shares in Q4 2024, an estimated $11.7K.
Baldwin Wealth Partners first reported a position in HSBC in Q3 2019 and held it in 13 quarters.
Baldwin Wealth Partners's HSBC position peaked at $89K in Q1 2020.
465 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.