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Forte Capital’s HSBC HSBC Stock Holding History

Forte Capital’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
Q2 		– Sell
-25,020
Closed -$701K – 181
2020
Q1 		$701K Sell
25,020
-770
-3% -$26.7K 0.24% 67
2019
Q4 		$1.01M Sell
25,790
-10,540
-29% -$400K 0.29% 69
2019
Q3 		$1.39M Buy
36,330
+8,780
+32% +$340K 0.43% 56
2019
Q2 		$1.15M Buy
27,550
+1,640
+6% +$68.7K 0.37% 62
2019
Q1 		$1.04M Buy
25,910
+2,433
+10% +$98K 0.37% 64
2018
Q4 		$930K Sell
23,477
-430
-2% -$17.2K 0.39% 60
2018
Q3 		$1M Buy
23,907
+1,194
+5% +$51.7K 0.36% 63
2018
Q2 		$1.01M Buy
+22,713
New +$1.04M 0.39% 61

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forte Capital's HSBC Position: Q2 2020 in Review

Forte Capital sold out of HSBC (HSBC) in Q2 2020, closing a stake of 25,020 shares — an estimated $701K sold.

Forte Capital first reported a position in HSBC in Q2 2018 and held it in 8 quarters. The position peaked at $1.39M in Q3 2019. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Forte Capital reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Forte Capital sold 25,020 HSBC shares in Q2 2020, an estimated $701K.
  • Forte Capital first reported a position in HSBC in Q2 2018 and held it in 8 quarters.
  • Forte Capital's HSBC position peaked at $1.39M in Q3 2019.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Forte Capital's 13F filing for Q2 2020, filed 9 Jul 2020.