Clarus Wealth Advisors’s HSBC HSBC Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-67	Closed	-$3K	–	320
2019 Q2	$3K	Sell	67 -1	-1%	-$42	﹤0.01%	540
2019 Q1	$3K	Sell	68 -1	-1%	-$40	﹤0.01%	632
2018 Q4	$3K	Sell	69 -1	-1%	-$40	﹤0.01%	622
2018 Q3	$3K	Sell	70 -1	-1%	-$43	﹤0.01%	656
2018 Q2	$3K	Buy	+71	New	+$3.26K	﹤0.01%	662

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Clarus Wealth Advisors's HSBC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of HSBC (HSBC) in Q3 2019, closing a stake of 67 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in HSBC in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Clarus Wealth Advisors reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 67 HSBC shares in Q3 2019, an estimated $3K.
Clarus Wealth Advisors first reported a position in HSBC in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's HSBC position peaked at $3K in Q2 2019.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.