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Credential Qtrade Securities’s HSBC HSBC Stock Holding History

Credential Qtrade Securities’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 		– Sell
-7,228
Closed -$293K – 390
2023
Q4 		$293K Sell
7,228
-1,030
-12% -$39.9K 0.02% 204
2023
Q3 		$326K Sell
8,258
-362
-4% -$14.3K 0.02% 194
2023
Q2 		$342K Sell
8,620
-344
-4% -$12.8K 0.02% 203
2023
Q1 		$306K Buy
8,964
+2,543
+40% +$91.3K 0.02% 212
2022
Q4 		$200K Buy
+6,421
New +$182K 0.01% 234

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credential Qtrade Securities's HSBC Position: Q1 2024 in Review

Credential Qtrade Securities sold out of HSBC (HSBC) in Q1 2024, closing a stake of 7,228 shares — an estimated $293K sold.

Credential Qtrade Securities first reported a position in HSBC in Q4 2022 and held it in 5 quarters. The position peaked at $342K in Q2 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Credential Qtrade Securities reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Credential Qtrade Securities sold 7,228 HSBC shares in Q1 2024, an estimated $293K.
  • Credential Qtrade Securities first reported a position in HSBC in Q4 2022 and held it in 5 quarters.
  • Credential Qtrade Securities's HSBC position peaked at $342K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.