Financial Gravity Asset Management’s HSBC HSBC Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-231	Closed	-$9.08K	–	1898
2024 Q1	$9.08K	Buy	231 +173	+298%	+$6.75K	﹤0.01%	741
2023 Q4	$2.4K	Buy	+58	New	+$2.25K	﹤0.01%	957
2023 Q3	–	Sell	-40	Closed	-$2.57K	–	1478
2023 Q2	$2.57K	Buy	40 +6	+18%	+$224	0.01%	602
2023 Q1	$7	Buy	34 +3	+10%	+$108	﹤0.01%	890
2022 Q4	$2.1K	Sell	31 -125	-80%	-$3.55K	0.01%	534
2022 Q3	$6	Buy	+156	New	+$4.85K	﹤0.01%	787
2021 Q3	–	Sell	-1	Closed	-$27	–	740
2021 Q2	$29K	Buy	+1	New	+$31	0.01%	721
2019 Q4	–	Sell	-43	Closed	-$2K	–	1532
2019 Q3	$2K	Sell	43 -26	-38%	-$1.01K	﹤0.01%	898
2019 Q2	$3K	Sell	69 -107	-61%	-$4.48K	﹤0.01%	803
2019 Q1	$7K	Buy	+176	New	+$7.09K	0.01%	622
2018 Q3	$2K	Sell	42 -5	-11%	-$217	﹤0.01%	967
2018 Q2	$2K	Sell	47 -7	-13%	-$321	﹤0.01%	994
2018 Q1	$3K	Buy	+54	New	+$2.57K	﹤0.01%	855

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Financial Gravity Asset Management's HSBC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of HSBC (HSBC) in Q2 2024, closing a stake of 231 shares — an estimated $9.08K sold.

Financial Gravity Asset Management first reported a position in HSBC in Q1 2018 and held it in 13 quarters. The position peaked at $29K in Q2 2021. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Financial Gravity Asset Management reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 231 HSBC shares in Q2 2024, an estimated $9.08K.
Financial Gravity Asset Management first reported a position in HSBC in Q1 2018 and held it in 13 quarters.
Financial Gravity Asset Management's HSBC position peaked at $29K in Q2 2021.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.