Core Wealth Advisors (Florida)’s HSBC HSBC Stock Holding History

Core Wealth Advisors (Florida)’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	–	Sell	-150	Closed	-$5.94K	–	244
2023 Q2	$5.94K	Buy	+150	New	+$5.6K	﹤0.01%	189

Other funds holding HSBC

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

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

Core Wealth Advisors (Florida)'s HSBC Position: Q3 2023 in Review

Core Wealth Advisors (Florida) sold out of HSBC (HSBC) in Q3 2023, closing a stake of 150 shares — an estimated $5.94K sold.

Core Wealth Advisors (Florida) first reported a position in HSBC in Q2 2023 and held it in 1 quarter. The position peaked at $5.94K in Q2 2023. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

Core Wealth Advisors (Florida) reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 150 HSBC shares in Q3 2023, an estimated $5.94K.
Core Wealth Advisors (Florida) first reported a position in HSBC in Q2 2023 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s HSBC position peaked at $5.94K in Q2 2023.
374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2023, filed 13 Nov 2023.