GIA
HSBC icon

GHP Investment Advisors’s HSBC HSBC Stock Holding History

GHP Investment Advisors’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
2026
Q1 		$3.63K Buy
+44
New +$3.73K ﹤0.01% 947
2025
Q2 		– Sell
-85
Closed -$4.88K – 979
2025
Q1 		$4.88K Buy
+85
New +$4.65K ﹤0.01% 776
2024
Q4 		– Sell
-364
Closed -$16.4K – 1006
2024
Q3 		$16.4K Buy
+364
New +$15.8K ﹤0.01% 652
2014
Q3 		– Sell
-4,640
Closed -$203K – 269
2014
Q2 		$203K Sell
4,640
-114
-2% -$5.08K 0.06% 259
2014
Q1 		$208K Sell
4,754
-246
-5% -$11.2K 0.07% 250
2013
Q4 		$237K Sell
5,000
-970
-16% -$45.9K 0.08% 232
2013
Q3 		$279K Buy
5,970
+132
+2% +$6.26K 0.1% 211
2013
Q2 		$261K Buy
+5,838
New +$273K 0.1% 209

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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 $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return