EPG Wealth Management’s HSBC HSBC Stock Holding History

EPG 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
2020 Q2	–	Sell	-82	Closed	-$2K	–	407
2020 Q1	$2K	Hold	82	–	–	﹤0.01%	693
2019 Q4	$3K	Buy	+82	New	+$3.11K	﹤0.01%	572

Other funds holding HSBC

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

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PPA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPG Wealth Management's HSBC Position: Q2 2020 in Review

EPG Wealth Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 82 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in HSBC in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

EPG Wealth Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 82 HSBC shares in Q2 2020, an estimated $2K.
EPG Wealth Management first reported a position in HSBC in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's HSBC position peaked at $3K in Q4 2019.
273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.