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
2018 Q3	–	Sell	-4,701	Closed	-$209K	–	929
2018 Q2	$209K	Buy	+4,701	New	+$216K	0.01%	874

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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. 419 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.
419 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.