Baldwin Wealth Partners’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History

Baldwin Wealth Partners’s Portfolio HSBC.PRA Stock Details HSBC.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,900	Closed	-$105K	–	578
2019 Q4	$105K	Hold	3,900	–	–	0.01%	235
2019 Q3	$103K	Hold	3,900	–	–	0.02%	227
2019 Q2	$102K	Hold	3,900	–	–	0.02%	242
2019 Q1	$101K	Hold	3,900	–	–	0.02%	241
2018 Q4	$101K	Hold	3,900	–	–	0.02%	232
2018 Q3	$100K	Hold	3,900	–	–	0.01%	251
2018 Q2	$104K	Hold	3,900	–	–	0.02%	249
2018 Q1	$100K	Hold	3,900	–	–	0.02%	240
2017 Q4	$101K	Hold	3,900	–	–	0.02%	247
2017 Q3	$103K	Hold	3,900	–	–	0.02%	233
2017 Q2	$103K	Hold	3,900	–	–	0.02%	236
2017 Q1	$101K	Hold	3,900	–	–	0.02%	235
2016 Q4	$98K	Hold	3,900	–	–	0.02%	230
2016 Q3	$100K	Sell	3,900 -750	-16%	-$19.5K	0.02%	228
2016 Q2	$121K	Hold	4,650	–	–	0.02%	195
2016 Q1	$119K	Buy	+4,650	New	+$118K	0.02%	220

Other funds holding HSBC.PRA

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Baldwin Wealth Partners's HSBC.PRA Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q1 2020, closing a stake of 3,900 shares — an estimated $105K sold.

Baldwin Wealth Partners first reported a position in HSBC.PRA in Q1 2016 and held it in 16 quarters. The position peaked at $121K in Q2 2016. 32 funds tracked by Wall St. Rank hold HSBC.PRA as of Q1 2020.

Baldwin Wealth Partners reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q1 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 3,900 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q1 2020, an estimated $105K.
Baldwin Wealth Partners first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q1 2016 and held it in 16 quarters.
Baldwin Wealth Partners's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $121K in Q2 2016.
32 funds tracked by Wall St. Rank held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.