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Connectus Wealth’s HSBC HSBC Stock Holding History

Connectus Wealth’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 		$734K Sell
18,636
-516
-3% -$20.1K 0.02% 261
2023
Q4 		$777K Sell
19,152
-163
-0.8% -$6.31K 0.02% 370
2023
Q3 		$763K Buy
19,315
+319
+2% +$12.6K 0.02% 352
2023
Q2 		$753K Buy
+18,996
New +$709K 0.02% 308

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's HSBC Position: Q1 2024 in Review

Connectus Wealth reduced its HSBC (HSBC) stake by 2.7% in Q1 2024, selling an estimated $20.1K and leaving 18,636 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #261.

Connectus Wealth first reported a position in HSBC in Q2 2023 and has held it in 4 quarters since. The position peaked at $777K in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Connectus Wealth held 18,636 shares of HSBC worth $734K as of Q1 2024.
  • Connectus Wealth sold 516 HSBC shares in Q1 2024, an estimated $20.1K.
  • HSBC made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #261 holding.
  • Connectus Wealth first reported a position in HSBC in Q2 2023 and has held it in 4 quarters since.
  • Connectus Wealth's HSBC position peaked at $777K in Q4 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.