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Buckingham Strategic Wealth’s HSBC HSBC Stock Holding History

Buckingham Strategic 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
2024
Q2 		– Sell
-5,184
Closed -$204K – 822
2024
Q1 		$204K Sell
5,184
-39,428
-88% -$1.54M ﹤0.01% 703
2023
Q4 		$1.81M Sell
44,612
-22,470
-33% -$870K 0.02% 247
2023
Q3 		$2.65M Buy
67,082
+969
+1% +$38.2K 0.04% 189
2023
Q2 		$2.62M Buy
+66,113
New +$2.47M 0.04% 191

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Buckingham Strategic Wealth's HSBC Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of HSBC (HSBC) in Q2 2024, closing a stake of 5,184 shares — an estimated $204K sold.

Buckingham Strategic Wealth first reported a position in HSBC in Q2 2023 and held it in 4 quarters. The position peaked at $2.65M in Q3 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,184 HSBC shares in Q2 2024, an estimated $204K.
  • Buckingham Strategic Wealth first reported a position in HSBC in Q2 2023 and held it in 4 quarters.
  • Buckingham Strategic Wealth's HSBC position peaked at $2.65M in Q3 2023.
  • 418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.