Financial Synergies Wealth Advisors’s HSBC HSBC Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-56	Closed	-$2.21K	–	236
2024 Q1	$2.21K	Sell	56 -3	-5%	-$117	﹤0.01%	315
2023 Q4	$1.84K	Buy	59 +3	+5%	+$116	﹤0.01%	251
2023 Q3	$2.21K	Hold	56	–	–	﹤0.01%	298
2023 Q2	$2.22K	Sell	56 -3	-5%	-$112	﹤0.01%	292
2023 Q1	$2.01K	Hold	59	–	–	﹤0.01%	300
2022 Q4	$1.84K	Sell	59 -9	-13%	-$255	﹤0.01%	251
2022 Q3	$1.77K	Buy	68 +45	+196%	+$1.4K	﹤0.01%	231
2022 Q2	$752	Buy	+23	New	+$746	﹤0.01%	342

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 Synergies Wealth Advisors's HSBC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of HSBC (HSBC) in Q2 2024, closing a stake of 56 shares — an estimated $2.21K sold.

Financial Synergies Wealth Advisors first reported a position in HSBC in Q2 2022 and held it in 8 quarters. The position peaked at $2.22K in Q2 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 56 HSBC shares in Q2 2024, an estimated $2.21K.
Financial Synergies Wealth Advisors first reported a position in HSBC in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's HSBC position peaked at $2.22K in Q2 2023.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.