Bedel Financial Consulting’s HSBC HSBC Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-400	Closed	-$14K	–	485
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	605
2021 Q4	$12K	Hold	400	–	–	﹤0.01%	656
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	668
2021 Q2	$12K	Hold	400	–	–	﹤0.01%	638
2021 Q1	$12K	Hold	400	–	–	﹤0.01%	610
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	553
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	539
2020 Q2	$9K	Hold	400	–	–	﹤0.01%	506
2020 Q1	$11K	Hold	400	–	–	0.01%	459
2019 Q4	$16K	Hold	400	–	–	0.01%	429
2019 Q3	$15K	Hold	400	–	–	0.01%	423
2019 Q2	$17K	Sell	400 -5	-1%	-$209	0.01%	413
2019 Q1	$16K	Sell	405 -10	-2%	-$403	0.01%	415
2018 Q4	$16K	Sell	415 -5	-1%	-$200	0.01%	391
2018 Q3	$16K	Sell	420 -5	-1%	-$217	0.01%	410
2018 Q2	$19K	Sell	425 -4	-0.9%	-$183	0.01%	387
2018 Q1	$19K	Buy	+429	New	+$20.4K	0.01%	390

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bedel Financial Consulting's HSBC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of HSBC (HSBC) in Q2 2022, closing a stake of 400 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in HSBC in Q1 2018 and held it in 17 quarters. The position peaked at $19K in Q2 2018. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

Bedel Financial Consulting reported no remaining HSBC position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 400 HSBC shares in Q2 2022, an estimated $14K.
Bedel Financial Consulting first reported a position in HSBC in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's HSBC position peaked at $19K in Q2 2018.
291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.