Corient Capital Partners’s HSBC HSBC Stock Holding History

Corient Capital Partners’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
2022 Q3	$616K	Hold	18,862	–	–	0.05%	295
2022 Q2	$616K	Sell	18,862 -576	-3%	-$18.7K	0.05%	309
2022 Q1	$665K	Buy	19,438 +576	+3%	+$19.9K	0.04%	331
2021 Q4	$569K	Buy	18,862 +4,526	+32%	+$132K	0.04%	344
2021 Q3	$375K	Sell	14,336 -3,422	-19%	-$93.2K	0.03%	432
2021 Q2	$512K	Buy	17,758 +6,759	+61%	+$206K	0.04%	355
2021 Q1	$321K	Buy	10,999 +2,357	+27%	+$67.4K	0.03%	427
2020 Q4	$224K	Sell	8,642 -7,273	-46%	-$173K	0.02%	454
2020 Q3	$312K	Buy	15,915 +1,046	+7%	+$22.9K	0.04%	335
2020 Q2	$347K	Buy	14,869 +2,970	+25%	+$73.7K	0.04%	301
2020 Q1	$333K	Sell	11,899 -610	-5%	-$21.2K	0.05%	277
2019 Q4	$489K	Buy	12,509 +2,266	+22%	+$85.9K	0.06%	282
2019 Q3	$392K	Buy	10,243 +2,329	+29%	+$90.3K	0.06%	302
2019 Q2	$330K	Buy	7,914 +2,144	+37%	+$89.8K	0.05%	291
2019 Q1	$231K	Buy	+5,770	New	+$233K	0.04%	314

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Corient Capital Partners's HSBC Position: Q3 2022 in Review

Corient Capital Partners held its HSBC (HSBC) position steady in Q3 2022 at 18,862 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #295.

Corient Capital Partners first reported a position in HSBC in Q1 2019 and has held it in 15 quarters since. The position peaked at $665K in Q1 2022. 287 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Corient Capital Partners held 18,862 shares of HSBC worth $616K as of Q3 2022.
Corient Capital Partners left its HSBC share count unchanged in Q3 2022.
HSBC made up 0.05% of Corient Capital Partners's portfolio in Q3 2022, its #295 holding.
Corient Capital Partners first reported a position in HSBC in Q1 2019 and has held it in 15 quarters since.
Corient Capital Partners's HSBC position peaked at $665K in Q1 2022.
287 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.