Charter Oak Capital Management’s HSBC HSBC Stock Holding History

Charter Oak Capital Management’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
2021 Q4	–	Sell	-125	Closed	-$3K	–	881
2021 Q3	$3K	Hold	125	–	–	﹤0.01%	725
2021 Q2	$4K	Hold	125	–	–	﹤0.01%	690
2021 Q1	$4K	Hold	125	–	–	﹤0.01%	653
2020 Q4	$3K	Buy	+125	New	+$2.97K	﹤0.01%	643

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Charter Oak Capital Management's HSBC Position: Q4 2021 in Review

Charter Oak Capital Management sold out of HSBC (HSBC) in Q4 2021, closing a stake of 125 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in HSBC in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 282 funds tracked by Wall St. Rank hold HSBC as of Q4 2021.

Charter Oak Capital Management reported no remaining HSBC position as of Q4 2021 after selling out during the quarter.
Charter Oak Capital Management sold 125 HSBC shares in Q4 2021, an estimated $3K.
Charter Oak Capital Management first reported a position in HSBC in Q4 2020 and held it in 4 quarters.
Charter Oak Capital Management's HSBC position peaked at $4K in Q2 2021.
282 funds tracked by Wall St. Rank held HSBC as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.