Baystate Wealth Management’s HSBC HSBC Stock Holding History

Baystate 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 Q3	–	Sell	-45	Closed	-$1.81K	–	1060
2023 Q2	$1.81K	Hold	45	–	–	﹤0.01%	856
2023 Q1	$1.54K	Buy	+45	New	+$1.61K	﹤0.01%	876
2018 Q4	–	Sell	-294	Closed	-$12K	–	697
2018 Q3	$12K	Sell	294 -1	-0.3%	-$43	﹤0.01%	348
2018 Q2	$13K	Hold	295	–	–	﹤0.01%	339
2018 Q1	$14K	Sell	295 -6	-2%	-$286	﹤0.01%	326
2017 Q4	$15K	Hold	301	–	–	﹤0.01%	325
2017 Q3	$14K	Buy	+301	New	+$13.3K	﹤0.01%	317
2017 Q1	–	Sell	-121	Closed	-$4K	–	669
2016 Q4	$4K	Buy	+121	New	+$4.29K	﹤0.01%	369

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Baystate Wealth Management's HSBC Position: Q3 2023 in Review

Baystate Wealth Management sold out of HSBC (HSBC) in Q3 2023, closing a stake of 45 shares — an estimated $1.81K sold.

Baystate Wealth Management first reported a position in HSBC in Q4 2016 and held it in 8 quarters. The position peaked at $15K in Q4 2017. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

Baystate Wealth Management reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 45 HSBC shares in Q3 2023, an estimated $1.81K.
Baystate Wealth Management first reported a position in HSBC in Q4 2016 and held it in 8 quarters.
Baystate Wealth Management's HSBC position peaked at $15K in Q4 2017.
374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.