BerganKDV Wealth Management’s HSBC HSBC Stock Holding History

BerganKDV 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 Q2	–	Sell	-1,000	Closed	-$34.1K	–	962
2023 Q1	$34.1K	Sell	1,000 -3,721	-79%	-$134K	﹤0.01%	439
2022 Q4	$147K	Sell	4,721 -3,000	-39%	-$85.1K	0.02%	261
2022 Q3	$201K	Hold	7,721	–	–	0.02%	225
2022 Q2	$252K	Buy	7,721 +6,510	+538%	+$211K	0.03%	227
2022 Q1	$41K	Hold	1,211	–	–	﹤0.01%	415
2021 Q4	$37K	Sell	1,211 -1,000	-45%	-$29.2K	﹤0.01%	465
2021 Q3	$58K	Hold	2,211	–	–	0.01%	383
2021 Q2	$64K	Hold	2,211	–	–	0.01%	355
2021 Q1	$64K	Hold	2,211	–	–	0.01%	342
2020 Q4	$57K	Hold	2,211	–	–	0.01%	338
2020 Q3	$43K	Hold	2,211	–	–	0.01%	354
2020 Q2	$52K	Sell	2,211 -84	-4%	-$2.09K	0.01%	348
2020 Q1	$64K	Buy	2,295 +1,959	+583%	+$68K	0.01%	299
2019 Q4	$13K	Buy	336 +252	+300%	+$9.56K	﹤0.01%	499
2019 Q3	$3K	Hold	84	–	–	﹤0.01%	605
2019 Q2	$4K	Sell	84 -1	-1%	-$42	﹤0.01%	609
2019 Q1	$3K	Sell	85 -2	-2%	-$81	﹤0.01%	636
2018 Q4	$3K	Buy	+87	New	+$3.48K	﹤0.01%	592

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BerganKDV Wealth Management's HSBC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of HSBC (HSBC) in Q2 2023, closing a stake of 1,000 shares — an estimated $34.1K sold.

BerganKDV Wealth Management first reported a position in HSBC in Q4 2018 and held it in 18 quarters. The position peaked at $252K in Q2 2022. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

BerganKDV Wealth Management reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1,000 HSBC shares in Q2 2023, an estimated $34.1K.
BerganKDV Wealth Management first reported a position in HSBC in Q4 2018 and held it in 18 quarters.
BerganKDV Wealth Management's HSBC position peaked at $252K in Q2 2022.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.