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Beacon Capital Management LLC (Tennessee)’s HSBC HSBC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-141
Closed -$5.56K – 1105
2023
Q4 		$5.56K Hold
141
– – ﹤0.01% 633
2023
Q3 		$5.59K Hold
141
– – ﹤0.01% 676
2023
Q2 		$5.59K Hold
141
– – ﹤0.01% 676
2023
Q1 		$4.81K Hold
141
– – ﹤0.01% 637
2022
Q4 		$4.39K Hold
141
– – ﹤0.01% 674
2022
Q3 		$5K Hold
141
– – ﹤0.01% 586
2022
Q2 		$5K Hold
141
– – ﹤0.01% 644
2022
Q1 		$5K Buy
+141
New +$4.86K ﹤0.01% 644

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HSBC Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of HSBC (HSBC) in Q1 2024, closing a stake of 141 shares — an estimated $5.56K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HSBC in Q1 2022 and held it in 8 quarters. The position peaked at $5.59K in Q3 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 141 HSBC shares in Q1 2024, an estimated $5.56K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in HSBC in Q1 2022 and held it in 8 quarters.
  • Beacon Capital Management LLC (Tennessee)'s HSBC position peaked at $5.59K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.