Cahill Financial Advisors’s HSBC HSBC Stock Holding History

Cahill Financial 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 Q4	–	Sell	-1,198	Closed	-$31K	–	456
2021 Q3	$31K	Buy	+1,198	New	+$32.6K	0.01%	396

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cahill Financial Advisors's HSBC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of HSBC (HSBC) in Q4 2021, closing a stake of 1,198 shares — an estimated $31K sold.

Cahill Financial Advisors first reported a position in HSBC in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 282 funds tracked by Wall St. Rank hold HSBC as of Q4 2021.

Cahill Financial Advisors reported no remaining HSBC position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 1,198 HSBC shares in Q4 2021, an estimated $31K.
Cahill Financial Advisors first reported a position in HSBC in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's HSBC position peaked at $31K in Q3 2021.
282 funds tracked by Wall St. Rank held HSBC as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.