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Freedom Investment Management’s HSBC HSBC Stock Holding History

Freedom Investment 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
Q2 		– Sell
-8,869
Closed -$349K – 826
2024
Q1 		$349K Sell
8,869
-10,533
-54% -$411K 0.03% 547
2023
Q4 		$787K Buy
+19,402
New +$751K 0.06% 319
2018
Q2 		– Sell
-5,046
Closed -$231K – 1023
2018
Q1 		$224K Sell
5,046
-963
-16% -$45.8K 0.01% 988
2017
Q4 		$284K Sell
6,009
-3,008
-33% -$136K 0.01% 914
2017
Q3 		$407K Buy
9,017
+2,513
+39% +$111K 0.02% 685
2017
Q2 		$276K Sell
6,504
-42
-0.6% -$1.63K 0.02% 825
2017
Q1 		$241K Sell
6,546
-2,656
-29% -$99.8K 0.01% 877
2016
Q4 		$334K Buy
9,202
+2,202
+31% +$78.1K 0.02% 643
2016
Q3 		$238K Buy
+7,000
New +$220K 0.02% 739

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Freedom Investment Management's HSBC Position: Q2 2024 in Review

Freedom Investment Management sold out of HSBC (HSBC) in Q2 2024, closing a stake of 8,869 shares — an estimated $349K sold.

Freedom Investment Management first reported a position in HSBC in Q3 2016 and held it in 9 quarters. The position peaked at $787K in Q4 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

  • Freedom Investment Management reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 8,869 HSBC shares in Q2 2024, an estimated $349K.
  • Freedom Investment Management first reported a position in HSBC in Q3 2016 and held it in 9 quarters.
  • Freedom Investment Management's HSBC position peaked at $787K in Q4 2023.
  • 418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.