Cetera Advisor Networks’s HSBC HSBC Stock Holding History

Cetera Advisor Networks’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	$1.03M	Sell	26,162 -3,933	-13%	-$154K	0.01%	1451
2023 Q4	$1.22M	Buy	30,095 +1,360	+5%	+$52.6K	0.01%	1256
2023 Q3	$1.13M	Buy	28,735 +5,188	+22%	+$204K	0.01%	1199
2023 Q2	$933K	Buy	23,547 +7,004	+42%	+$261K	0.01%	1304
2023 Q1	$565K	Sell	16,543 -3,171	-16%	-$114K	﹤0.01%	1615
2022 Q4	$614K	Buy	19,714 +2,603	+15%	+$73.9K	0.01%	1497
2022 Q3	$446K	Buy	17,111 +3,441	+25%	+$107K	0.01%	1360
2022 Q2	$446K	Buy	13,670 +5,067	+59%	+$164K	0.01%	1342
2022 Q1	$294K	Buy	8,603 +463	+6%	+$16K	﹤0.01%	1641
2021 Q4	$245K	Buy	+8,140	New	+$238K	﹤0.01%	1733
2020 Q3	–	Sell	-1,972	Closed	-$46K	–	2011
2020 Q2	$46K	Buy	+1,972	New	+$49K	﹤0.01%	1947
2014 Q4	–	Sell	-5,633	Closed	-$245K	–	846
2014 Q3	$245K	Buy	+5,633	New	+$257K	0.02%	679

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisor Networks's HSBC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its HSBC (HSBC) stake by 13% in Q1 2024, selling an estimated $154K and leaving 26,162 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1451.

Cetera Advisor Networks first reported a position in HSBC in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.22M in Q4 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Cetera Advisor Networks held 26,162 shares of HSBC worth $1.03M as of Q1 2024.
Cetera Advisor Networks sold 3,933 HSBC shares in Q1 2024, an estimated $154K.
HSBC made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1451 holding.
Cetera Advisor Networks first reported a position in HSBC in Q3 2014 and has held it in 12 quarters since.
Cetera Advisor Networks's HSBC position peaked at $1.22M in Q4 2023.
411 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.