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Brandywine Oak Private Wealth’s HSBC HSBC Stock Holding History

Brandywine Oak Private Wealth’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
2020
Q2 		– Sell
-9,891
Closed -$277K – 261
2020
Q1 		$277K Sell
9,891
-505
-5% -$17.5K 0.06% 172
2019
Q4 		$406K Buy
10,396
+536
+5% +$20.3K 0.07% 138
2019
Q3 		$377K Sell
9,860
-1,722
-15% -$66.7K 0.07% 137
2019
Q2 		$483K Sell
11,582
-2,157
-16% -$90.4K 0.1% 109
2019
Q1 		$550K Sell
13,739
-4,807
-26% -$194K 0.11% 93
2018
Q4 		$678K Buy
+18,546
New +$743K 0.15% 81

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brandywine Oak Private Wealth's HSBC Position: Q2 2020 in Review

Brandywine Oak Private Wealth sold out of HSBC (HSBC) in Q2 2020, closing a stake of 9,891 shares — an estimated $277K sold.

Brandywine Oak Private Wealth first reported a position in HSBC in Q4 2018 and held it in 6 quarters. The position peaked at $678K in Q4 2018. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Brandywine Oak Private Wealth reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 9,891 HSBC shares in Q2 2020, an estimated $277K.
  • Brandywine Oak Private Wealth first reported a position in HSBC in Q4 2018 and held it in 6 quarters.
  • Brandywine Oak Private Wealth's HSBC position peaked at $678K in Q4 2018.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2020, filed 6 Aug 2020.