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Glassman Wealth Services’s HSBC HSBC Stock Holding History

Glassman Wealth Services’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
-2,936
Closed -$119K – 922
2023
Q4 		$119K Buy
2,936
+200
+7% +$7.74K 0.02% 265
2023
Q3 		$108K Buy
2,736
+439
+19% +$17.3K 0.02% 260
2023
Q2 		$91K Buy
2,297
+153
+7% +$5.71K 0.01% 280
2023
Q1 		$73.2K Buy
2,144
+186
+9% +$6.67K 0.01% 323
2022
Q4 		$61K Sell
1,958
-652
-25% -$18.5K 0.01% 375
2022
Q3 		$68K Buy
2,610
+104
+4% +$3.23K 0.01% 318
2022
Q2 		$82K Buy
2,506
+171
+7% +$5.55K 0.02% 293
2022
Q1 		$80K Buy
2,335
+275
+13% +$9.48K 0.01% 298
2021
Q4 		$62K Buy
2,060
+550
+36% +$16.1K 0.01% 327
2021
Q3 		$39K Buy
1,510
+26
+2% +$708 0.01% 415
2021
Q2 		$43K Buy
1,484
+29
+2% +$886 0.01% 388
2021
Q1 		$42K Buy
1,455
+26
+2% +$743 0.01% 354
2020
Q4 		$37K Buy
1,429
+1,202
+530% +$28.6K 0.01% 385
2020
Q3 		$4K Sell
227
-189
-45% -$4.14K ﹤0.01% 838
2020
Q2 		$10K Buy
416
+341
+455% +$8.47K ﹤0.01% 492
2020
Q1 		$2K Buy
75
+36
+92% +$1.25K ﹤0.01% 710
2019
Q4 		$2K Buy
+39
New +$1.48K ﹤0.01% 760
2019
Q1 		– Sell
-110
Closed -$4K – 1108
2018
Q4 		$4K Sell
110
-1
-0.9% -$40 ﹤0.01% 460
2018
Q3 		$5K Buy
+111
New +$4.81K ﹤0.01% 473

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glassman Wealth Services's HSBC Position: Q1 2024 in Review

Glassman Wealth Services sold out of HSBC (HSBC) in Q1 2024, closing a stake of 2,936 shares — an estimated $119K sold.

Glassman Wealth Services first reported a position in HSBC in Q3 2018 and held it in 19 quarters. The position peaked at $119K in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Glassman Wealth Services reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,936 HSBC shares in Q1 2024, an estimated $119K.
  • Glassman Wealth Services first reported a position in HSBC in Q3 2018 and held it in 19 quarters.
  • Glassman Wealth Services's HSBC position peaked at $119K in Q4 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.