Great Diamond Partners’s HSBC HSBC Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-368	Closed	-$14K	–	333
2019 Q4	$14K	Buy	+368	New	+$14K	0.01%	522

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PPA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Great Diamond Partners's HSBC Position: Q1 2020 in Review

Great Diamond Partners sold out of HSBC (HSBC) in Q1 2020, closing a stake of 368 shares — an estimated $14K sold.

Great Diamond Partners first reported a position in HSBC in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Great Diamond Partners reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 368 HSBC shares in Q1 2020, an estimated $14K.
Great Diamond Partners first reported a position in HSBC in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's HSBC position peaked at $14K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.