FinTrust Capital Advisors’s HSBC HSBC Stock Holding History

FinTrust Capital 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 Q3	$11.2K	Sell	247 -58	-19%	-$2.51K	﹤0.01%	922
2024 Q2	$13.3K	Buy	305 +146	+92%	+$6.28K	﹤0.01%	843
2024 Q1	$6.26K	Hold	159	–	–	﹤0.01%	945
2023 Q4	$6.45K	Hold	159	–	–	﹤0.01%	906
2023 Q3	$6.28K	Sell	159 -9	-5%	-$355	﹤0.01%	863
2023 Q2	$5.24K	Hold	168	–	–	﹤0.01%	864
2023 Q1	$5.24K	Hold	168	–	–	﹤0.01%	858
2022 Q4	$5.24K	Hold	168	–	–	﹤0.01%	856
2022 Q3	$4K	Buy	168 +35	+26%	+$1.09K	﹤0.01%	1043
2022 Q2	$4K	Buy	+133	New	+$4.31K	﹤0.01%	1054
2020 Q4	–	Sell	-29	Closed	-$1	–	1107
2020 Q3	$1	Hold	29	–	–	﹤0.01%	1101
2020 Q2	$1K	Sell	29 -2,234	-99%	-$55.5K	﹤0.01%	1014
2020 Q1	$63K	Buy	2,263 +2,234	+7,703%	+$77.6K	0.03%	387
2019 Q4	$1K	Sell	29 -927	-97%	-$35.2K	﹤0.01%	1037
2019 Q3	$37K	Hold	956	–	–	0.01%	511
2019 Q2	$40K	Sell	956 -816	-46%	-$34.2K	0.02%	456
2019 Q1	$71K	Buy	1,772 +44	+3%	+$1.77K	0.03%	329
2018 Q4	$68K	Buy	+1,728	New	+$69.2K	0.03%	320

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FinTrust Capital Advisors's HSBC Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its HSBC (HSBC) stake by 19% in Q3 2024, selling an estimated $2.51K and leaving 247 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

FinTrust Capital Advisors first reported a position in HSBC in Q4 2018 and has held it in 18 quarters since. The position peaked at $71K in Q1 2019. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

FinTrust Capital Advisors held 247 shares of HSBC worth $11.2K as of Q3 2024.
FinTrust Capital Advisors sold 58 HSBC shares in Q3 2024, an estimated $2.51K.
HSBC made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #922 holding.
FinTrust Capital Advisors first reported a position in HSBC in Q4 2018 and has held it in 18 quarters since.
FinTrust Capital Advisors's HSBC position peaked at $71K in Q1 2019.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.