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Coppell Advisory Solutions’s HSBC HSBC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-561
Closed -$27.8K – 1003
2024
Q4 		$27.8K Buy
561
+50
+10% +$2.32K ﹤0.01% 758
2024
Q3 		$23.3K Buy
+511
New +$22.1K ﹤0.01% 800

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Coppell Advisory Solutions's HSBC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of HSBC (HSBC) in Q1 2025, closing a stake of 561 shares — an estimated $27.8K sold.

Coppell Advisory Solutions first reported a position in HSBC in Q3 2024 and held it in 2 quarters. The position peaked at $27.8K in Q4 2024. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 561 HSBC shares in Q1 2025, an estimated $27.8K.
  • Coppell Advisory Solutions first reported a position in HSBC in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's HSBC position peaked at $27.8K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.