Carmichael Hill & Associates’s HSBC HSBC Stock Holding History

Carmichael Hill & Associates’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	-25	Closed	-$1.01K	–	788
2023 Q4	$1.01K	Buy	+25	New	+$968	﹤0.01%	740

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

Carmichael Hill & Associates's HSBC Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of HSBC (HSBC) in Q1 2024, closing a stake of 25 shares — an estimated $1.01K sold.

Carmichael Hill & Associates first reported a position in HSBC in Q4 2023 and held it in 1 quarter. The position peaked at $1.01K in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Carmichael Hill & Associates reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 25 HSBC shares in Q1 2024, an estimated $1.01K.
Carmichael Hill & Associates first reported a position in HSBC in Q4 2023 and held it in 1 quarter.
Carmichael Hill & Associates's HSBC position peaked at $1.01K in Q4 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.