Fox Hill Wealth Management’s HSBC HSBC Stock Holding History

Fox Hill Wealth 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 Q1	–	Sell	-42,240	Closed	-$1.71M	–	148
2023 Q4	$1.71M	Buy	+42,240	New	+$1.64M	1.31%	20

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

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Fox Hill Wealth Management's HSBC Position: Q1 2024 in Review

Fox Hill Wealth Management sold out of HSBC (HSBC) in Q1 2024, closing a stake of 42,240 shares — an estimated $1.71M sold.

Fox Hill Wealth Management first reported a position in HSBC in Q4 2023 and held it in 1 quarter. The position peaked at $1.71M in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Fox Hill Wealth Management reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Fox Hill Wealth Management sold 42,240 HSBC shares in Q1 2024, an estimated $1.71M.
Fox Hill Wealth Management first reported a position in HSBC in Q4 2023 and held it in 1 quarter.
Fox Hill Wealth Management's HSBC position peaked at $1.71M in Q4 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Fox Hill Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.