CWC
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Carolinas Wealth Consulting’s HSBC HSBC Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-34
Closed -$1.64K – 1052
2024
Q4 		$1.64K Sell
34
-50
-60% -$2.32K ﹤0.01% 867
2024
Q3 		$3.79K Hold
84
– – ﹤0.01% 705
2024
Q2 		$3.65K Sell
84
-12
-13% -$516 ﹤0.01% 699
2024
Q1 		$3.92K Hold
96
– – ﹤0.01% 684
2023
Q4 		$3.89K Hold
96
– – ﹤0.01% 656
2023
Q3 		$3.48K Sell
96
-5
-5% -$197 ﹤0.01% 655
2023
Q2 		$4K Sell
101
-4
-4% -$149 ﹤0.01% 713
2023
Q1 		$3.7K Hold
105
– – ﹤0.01% 733
2022
Q4 		$3.27K Buy
+105
New +$2.98K ﹤0.01% 749
2020
Q3 		– Sell
-62
Closed -$1K – 965
2020
Q2 		$1K Buy
+62
New +$1.54K ﹤0.01% 574

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Carolinas Wealth Consulting's HSBC Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of HSBC (HSBC) in Q1 2025, closing a stake of 34 shares — an estimated $1.64K sold.

Carolinas Wealth Consulting first reported a position in HSBC in Q2 2020 and held it in 10 quarters. The position peaked at $4K in Q2 2023. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 34 HSBC shares in Q1 2025, an estimated $1.64K.
  • Carolinas Wealth Consulting first reported a position in HSBC in Q2 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's HSBC position peaked at $4K in Q2 2023.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.