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Dixon Hughes Goodman Wealth Advisors’s HSBC HSBC Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$3K Buy
90
+36
+67% +$1.24K ﹤0.01% 675
2021
Q4 		$2K Buy
+54
New +$1.58K ﹤0.01% 675

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's HSBC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its HSBC (HSBC) stake by 67% in Q1 2022, buying an estimated $1.24K and bringing the position to 90 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Dixon Hughes Goodman Wealth Advisors first reported a position in HSBC in Q4 2021 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold HSBC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 90 shares of HSBC worth $3K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 36 HSBC shares in Q1 2022, an estimated $1.24K.
  • HSBC made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #675 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in HSBC in Q4 2021 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held HSBC as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.