Enterprise Trust & Investment’s HSBC HSBC Stock Holding History

Enterprise Trust & Investment’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
2021 Q2	–	Sell	-501	Closed	-$15K	–	213
2021 Q1	$15K	Hold	501	–	–	0.01%	160
2020 Q4	$14K	Hold	501	–	–	0.01%	163
2020 Q3	$10K	Hold	501	–	–	0.01%	172
2020 Q2	$12K	Hold	501	–	–	0.01%	159
2020 Q1	$14K	Hold	501	–	–	0.01%	142
2019 Q4	$20K	Hold	501	–	–	0.01%	138
2019 Q3	$19K	Buy	+501	New	+$19.4K	0.01%	144

Other funds holding HSBC

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Enterprise Trust & Investment's HSBC Position: Q2 2021 in Review

Enterprise Trust & Investment sold out of HSBC (HSBC) in Q2 2021, closing a stake of 501 shares — an estimated $15K sold.

Enterprise Trust & Investment first reported a position in HSBC in Q3 2019 and held it in 7 quarters. The position peaked at $20K in Q4 2019. 260 funds tracked by Wall St. Rank hold HSBC as of Q2 2021.

Enterprise Trust & Investment reported no remaining HSBC position as of Q2 2021 after selling out during the quarter.
Enterprise Trust & Investment sold 501 HSBC shares in Q2 2021, an estimated $15K.
Enterprise Trust & Investment first reported a position in HSBC in Q3 2019 and held it in 7 quarters.
Enterprise Trust & Investment's HSBC position peaked at $20K in Q4 2019.
260 funds tracked by Wall St. Rank held HSBC as of Q2 2021.

Based on Enterprise Trust & Investment's 13F filing for Q2 2021, filed 12 Jul 2021.