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Beacon Investment Advisory Services’s HSBC HSBC Stock Holding History

Beacon Investment Advisory Services’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
2020
Q1 		– Sell
-5,453
Closed -$213K – 246
2019
Q4 		$213K Buy
+5,453
New +$207K 0.01% 240
2019
Q3 		– Sell
-5,855
Closed -$244K – 235
2019
Q2 		$244K Sell
5,855
-474
-7% -$19.9K 0.03% 209
2019
Q1 		$254K Sell
6,329
-809
-11% -$32.6K 0.03% 204
2018
Q4 		$283K Sell
7,138
-571
-7% -$22.9K 0.03% 211
2018
Q3 		$323K Sell
7,709
-181
-2% -$7.84K 0.03% 213
2018
Q2 		$350K Buy
7,890
+17
+0.2% +$780 0.04% 197
2018
Q1 		$350K Buy
7,873
+253
+3% +$12K 0.04% 192
2017
Q4 		$360K Sell
7,620
-5,673
-43% -$256K 0.04% 179
2017
Q3 		$600K Buy
13,293
+6,647
+100% +$294K 0.05% 167
2017
Q2 		$282K Sell
6,646
-387
-6% -$15K 0.05% 89
2017
Q1 		$259K Hold
7,033
– – 0.05% 74
2016
Q4 		$255K Buy
7,033
+33
+0.5% +$1.17K 0.05% 64
2016
Q3 		$238K Buy
+7,000
New +$220K 0.05% 64
2016
Q1 		– Sell
-6,546
Closed -$230K – 65
2015
Q4 		$230K Sell
6,546
-179
-3% -$6.32K 0.04% 59
2015
Q3 		$227K Buy
+6,725
New +$251K 0.04% 57

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Investment Advisory Services's HSBC Position: Q1 2020 in Review

Beacon Investment Advisory Services sold out of HSBC (HSBC) in Q1 2020, closing a stake of 5,453 shares — an estimated $213K sold.

Beacon Investment Advisory Services first reported a position in HSBC in Q3 2015 and held it in 15 quarters. The position peaked at $600K in Q3 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Beacon Investment Advisory Services reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 5,453 HSBC shares in Q1 2020, an estimated $213K.
  • Beacon Investment Advisory Services first reported a position in HSBC in Q3 2015 and held it in 15 quarters.
  • Beacon Investment Advisory Services's HSBC position peaked at $600K in Q3 2017.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2020, filed 5 May 2020.