Evolution Wealth Advisors’s HSBC HSBC Stock Holding History

Evolution 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
2020 Q1	–	Sell	-284	Closed	-$11K	–	462
2019 Q4	$11K	Buy	284 +139	+96%	+$5.27K	﹤0.01%	284
2019 Q3	$6K	Buy	+145	New	+$5.62K	﹤0.01%	249

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Evolution Wealth Advisors's HSBC Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 284 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in HSBC in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Evolution Wealth Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 284 HSBC shares in Q1 2020, an estimated $11K.
Evolution Wealth Advisors first reported a position in HSBC in Q3 2019 and held it in 2 quarters.
Evolution Wealth Advisors's HSBC position peaked at $11K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.