Blueprint Investment Partners’s HSBC HSBC Stock Holding History

Blueprint Investment Partners’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	-13,439	Closed	-$459K	–	181
2023 Q1	$459K	Buy	13,439 +6,090	+83%	+$219K	0.1%	141
2022 Q4	$229K	Buy	7,349 +2,700	+58%	+$76.6K	0.05%	201
2022 Q3	$121K	Sell	4,649 -5,752	-55%	-$179K	0.03%	151
2022 Q2	$340K	Sell	10,401 -1,088	-9%	-$35.3K	0.09%	101
2022 Q1	$393K	Buy	11,489 +5,991	+109%	+$207K	0.1%	112
2021 Q4	$166K	Buy	+5,498	New	+$161K	0.04%	199

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

Blueprint Investment Partners's HSBC Position: Q2 2023 in Review

Blueprint Investment Partners sold out of HSBC (HSBC) in Q2 2023, closing a stake of 13,439 shares — an estimated $459K sold.

Blueprint Investment Partners first reported a position in HSBC in Q4 2021 and held it in 6 quarters. The position peaked at $459K in Q1 2023. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

Blueprint Investment Partners reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 13,439 HSBC shares in Q2 2023, an estimated $459K.
Blueprint Investment Partners first reported a position in HSBC in Q4 2021 and held it in 6 quarters.
Blueprint Investment Partners's HSBC position peaked at $459K in Q1 2023.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.