Freedman Financial Associates’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-400
Closed -$12K 478
2021
Q1
$12K Hold
400
0.01% 334
2020
Q4
$10K Buy
+400
New +$9.5K 0.01% 350

Other funds holding HSBC

Freedman Financial Associates's HSBC Position: Q2 2021 in Review

Freedman Financial Associates sold out of HSBC (HSBC) in Q2 2021, closing a stake of 400 shares — an estimated $12K sold.

Freedman Financial Associates first reported a position in HSBC in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 260 funds tracked by Wall St. Rank hold HSBC as of Q2 2021.

  • Freedman Financial Associates reported no remaining HSBC position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 400 HSBC shares in Q2 2021, an estimated $12K.
  • Freedman Financial Associates first reported a position in HSBC in Q4 2020 and held it in 2 quarters.
  • Freedman Financial Associates's HSBC position peaked at $12K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held HSBC as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.