Berman Capital Advisors’s HSBC HSBC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$20K	Buy	799 +12	+2%	+$327	﹤0.01%	983
2021 Q2	$22K	Buy	787 +72	+10%	+$2.2K	﹤0.01%	873
2021 Q1	$20K	Buy	715 +119	+20%	+$3.4K	﹤0.01%	791
2020 Q4	$15K	Buy	596 +386	+184%	+$9.17K	﹤0.01%	760
2020 Q3	$4K	Sell	210 -218	-51%	-$4.78K	﹤0.01%	1108
2020 Q2	$9K	Sell	428 -313	-42%	-$7.77K	﹤0.01%	795
2020 Q1	$20K	Buy	741 +321	+76%	+$11.1K	0.01%	492
2019 Q4	$16K	Buy	420 +4	+1%	+$152	﹤0.01%	591
2019 Q3	$15K	Sell	416 -389	-48%	-$15.1K	﹤0.01%	588
2019 Q2	$33K	Buy	805 +297	+58%	+$12.4K	0.01%	393
2019 Q1	$20K	Sell	508 -246	-33%	-$9.91K	0.01%	456
2018 Q4	$29K	Buy	+754	New	+$30.2K	0.01%	320

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's HSBC Position: Q3 2021 in Review

Berman Capital Advisors increased its HSBC (HSBC) stake by 1.5% in Q3 2021, buying an estimated $327 and bringing the position to 799 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Berman Capital Advisors first reported a position in HSBC in Q4 2018 and has held it in 12 quarters since. The position peaked at $33K in Q2 2019. 261 funds tracked by Wall St. Rank hold HSBC as of Q3 2021.

Berman Capital Advisors held 799 shares of HSBC worth $20K as of Q3 2021.
Berman Capital Advisors bought 12 HSBC shares in Q3 2021, an estimated $327.
HSBC made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #983 holding.
Berman Capital Advisors first reported a position in HSBC in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's HSBC position peaked at $33K in Q2 2019.
261 funds tracked by Wall St. Rank held HSBC as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.