CA
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Cetera Advisors’s HSBC HSBC Stock Holding History

Cetera 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
2023
Q4 		– Sell
-5,264
Closed -$208K – 1831
2023
Q3 		$208K Sell
5,264
-2,340
-31% -$92.2K ﹤0.01% 1524
2023
Q2 		$301K Sell
7,604
-3,094
-29% -$115K ﹤0.01% 1308
2023
Q1 		$365K Buy
10,698
+3,982
+59% +$143K 0.01% 1181
2022
Q4 		$209K Buy
+6,716
New +$191K ﹤0.01% 1418
2022
Q2 		– Sell
-17,872
Closed -$612K – 1418
2022
Q1 		$612K Buy
+17,872
New +$616K 0.01% 801
2021
Q4 		– Sell
-11,621
Closed -$304K – 1478
2021
Q3 		$304K Buy
+11,621
New +$316K 0.01% 1095
2021
Q1 		– Sell
-7,948
Closed -$206K – 1227
2020
Q4 		$206K Buy
+7,948
New +$189K 0.01% 976
2020
Q2 		– Sell
-8,950
Closed -$251K – 929
2020
Q1 		$251K Buy
8,950
+1,701
+23% +$59.1K 0.01% 653
2019
Q4 		$286K Buy
7,249
+381
+6% +$14.4K 0.01% 729
2019
Q3 		$261K Sell
6,868
-70
-1% -$2.71K 0.01% 733
2019
Q2 		$290K Sell
6,938
-109
-2% -$4.57K 0.01% 711
2019
Q1 		$278K Sell
7,047
-390
-5% -$15.7K 0.01% 660
2018
Q4 		$291K Sell
7,437
-6,426
-46% -$257K 0.02% 638
2018
Q3 		$579K Buy
13,863
+4,180
+43% +$181K 0.03% 509
2018
Q2 		$428K Sell
9,683
-3,386
-26% -$155K 0.02% 552
2018
Q1 		$584K Sell
13,069
-5,359
-29% -$255K 0.04% 436
2017
Q4 		$867K Sell
18,428
-381
-2% -$17.2K 0.05% 319
2017
Q3 		$852K Buy
18,809
+655
+4% +$29K 0.05% 346
2017
Q2 		$770K Buy
+18,154
New +$705K 0.05% 361

Other funds holding HSBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cetera Advisors's HSBC Position: Q4 2023 in Review

Cetera Advisors sold out of HSBC (HSBC) in Q4 2023, closing a stake of 5,264 shares — an estimated $208K sold.

Cetera Advisors first reported a position in HSBC in Q2 2017 and held it in 19 quarters. The position peaked at $867K in Q4 2017. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

  • Cetera Advisors reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 5,264 HSBC shares in Q4 2023, an estimated $208K.
  • Cetera Advisors first reported a position in HSBC in Q2 2017 and held it in 19 quarters.
  • Cetera Advisors's HSBC position peaked at $867K in Q4 2017.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.