Endurance Wealth Management’s HSBC HSBC Stock Holding History

Endurance Wealth 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
2022 Q3	–	Sell	-64	Closed	-$2K	–	625
2022 Q2	$2K	Hold	64	–	–	﹤0.01%	580
2022 Q1	$2K	Hold	64	–	–	﹤0.01%	609
2021 Q4	$2K	Hold	64	–	–	﹤0.01%	590
2021 Q3	$2K	Hold	64	–	–	﹤0.01%	601
2021 Q2	$1K	Hold	64	–	–	﹤0.01%	616
2021 Q1	$2K	Hold	64	–	–	﹤0.01%	609
2020 Q4	$2K	Hold	64	–	–	﹤0.01%	573
2020 Q3	$1K	Hold	64	–	–	﹤0.01%	594
2020 Q2	$1K	Hold	64	–	–	﹤0.01%	584
2020 Q1	$2K	Buy	+64	New	+$2.22K	﹤0.01%	511

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

Endurance Wealth Management's HSBC Position: Q3 2022 in Review

Endurance Wealth Management sold out of HSBC (HSBC) in Q3 2022, closing a stake of 64 shares — an estimated $2K sold.

Endurance Wealth Management first reported a position in HSBC in Q1 2020 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 287 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Endurance Wealth Management reported no remaining HSBC position as of Q3 2022 after selling out during the quarter.
Endurance Wealth Management sold 64 HSBC shares in Q3 2022, an estimated $2K.
Endurance Wealth Management first reported a position in HSBC in Q1 2020 and held it in 10 quarters.
Endurance Wealth Management's HSBC position peaked at $2K in Q2 2022.
287 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.