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	-57	Closed	-$2.24K	–	1593
2024 Q1	$2.24K	Sell	57 -1	-2%	-$39	﹤0.01%	667
2023 Q4	$2.4K	Buy	+58	New	+$2.25K	﹤0.01%	696
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 $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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 57 shares — an estimated $2.24K sold.

Financial Gravity Asset Management first reported a position in HSBC in Q1 2018 and held it in 9 quarters. The position peaked at $29K in Q2 2021. 419 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 57 HSBC shares in Q2 2024, an estimated $2.24K.
Financial Gravity Asset Management first reported a position in HSBC in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's HSBC position peaked at $29K in Q2 2021.
419 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.