Capital Wealth Planning’s HSBC HSBC Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-27,921	Closed	-$1.13M	–	153
2023 Q4	$1.13M	Buy	27,921 +11,776	+73%	+$456K	0.01%	78
2023 Q3	$637K	Buy	+16,145	New	+$636K	0.01%	90

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Wealth Planning's HSBC Position: Q1 2024 in Review

Capital Wealth Planning sold out of HSBC (HSBC) in Q1 2024, closing a stake of 27,921 shares — an estimated $1.13M sold.

Capital Wealth Planning first reported a position in HSBC in Q3 2023 and held it in 2 quarters. The position peaked at $1.13M in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Capital Wealth Planning reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Capital Wealth Planning sold 27,921 HSBC shares in Q1 2024, an estimated $1.13M.
Capital Wealth Planning first reported a position in HSBC in Q3 2023 and held it in 2 quarters.
Capital Wealth Planning's HSBC position peaked at $1.13M in Q4 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.