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Creekmur Asset Management’s HSBC HSBC Stock Holding History

Creekmur Asset Management’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
-81
Closed -$4.01K – 873
2024
Q4 		$4.01K Hold
81
– – ﹤0.01% 522
2024
Q3 		$3.66K Hold
81
– – ﹤0.01% 576
2024
Q2 		$3.52K Buy
+81
New +$3.49K ﹤0.01% 634

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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

Creekmur Asset Management's HSBC Position: Q1 2025 in Review

Creekmur Asset Management sold out of HSBC (HSBC) in Q1 2025, closing a stake of 81 shares — an estimated $4.01K sold.

Creekmur Asset Management first reported a position in HSBC in Q2 2024 and held it in 3 quarters. The position peaked at $4.01K in Q4 2024. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Creekmur Asset Management reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 81 HSBC shares in Q1 2025, an estimated $4.01K.
  • Creekmur Asset Management first reported a position in HSBC in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's HSBC position peaked at $4.01K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.