Belpointe Asset Management’s HSBC HSBC Stock Holding History

Belpointe Asset 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
2025 Q2	–	Sell	-6,800	Closed	-$391K	–	979
2025 Q1	$391K	Buy	+6,800	New	+$372K	0.02%	632
2023 Q2	–	Sell	-2,681	Closed	-$91.5K	–	1789
2023 Q1	$91.5K	Buy	2,681 +1,092	+69%	+$39.2K	﹤0.01%	1362
2022 Q4	$49.5K	Buy	+1,589	New	+$45.1K	﹤0.01%	1621
2018 Q2	–	Sell	-5,047	Closed	-$224K	–	362
2018 Q1	$224K	Buy	+5,047	New	+$240K	0.07%	291

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Belpointe Asset Management's HSBC Position: Q2 2025 in Review

Belpointe Asset Management sold out of HSBC (HSBC) in Q2 2025, closing a stake of 6,800 shares — an estimated $391K sold.

Belpointe Asset Management first reported a position in HSBC in Q1 2018 and held it in 4 quarters. The position peaked at $391K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Belpointe Asset Management reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 6,800 HSBC shares in Q2 2025, an estimated $391K.
Belpointe Asset Management first reported a position in HSBC in Q1 2018 and held it in 4 quarters.
Belpointe Asset Management's HSBC position peaked at $391K in Q1 2025.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.