Column Capital Advisors’s HSBC HSBC Stock Holding History

Column Capital 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 Q3	$39.7K	Hold	1,006	–	–	0.01%	350
2023 Q2	$39.9K	Hold	1,006	–	–	0.01%	352
2023 Q1	$34.3K	Buy	1,006 +288	+40%	+$10.3K	0.01%	370
2022 Q4	$22.4K	Buy	718 +477	+198%	+$13.5K	﹤0.01%	404
2022 Q3	$6K	Hold	241	–	–	﹤0.01%	534
2022 Q2	$8K	Hold	241	–	–	﹤0.01%	508
2022 Q1	$8K	Hold	241	–	–	﹤0.01%	529
2021 Q4	$7K	Hold	241	–	–	﹤0.01%	546
2021 Q3	$6K	Hold	241	–	–	﹤0.01%	529
2021 Q2	$7K	Hold	241	–	–	﹤0.01%	508
2021 Q1	$7K	Hold	241	–	–	﹤0.01%	501
2020 Q4	$6K	Buy	241 +161	+201%	+$3.83K	﹤0.01%	517
2020 Q3	$2K	Sell	80 -163	-67%	-$3.57K	﹤0.01%	596
2020 Q2	$5K	Buy	243 +117	+93%	+$2.9K	﹤0.01%	579
2020 Q1	$4K	Sell	126 -26	-17%	-$903	﹤0.01%	514
2019 Q4	$5K	Buy	+152	New	+$5.76K	﹤0.01%	526

Other funds holding HSBC

Dimensional Fund Advisors

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Renaissance Technologies

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