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Harbor Investment Advisory’s HSBC HSBC Stock Holding History

Harbor Investment Advisory’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
-25
Closed -$984 – 1367
2024
Q1 		$984 Buy
+25
New +$976 ﹤0.01% 1224
2023
Q3 		– Sell
-6,513
Closed -$258K – 1251
2023
Q2 		$258K Hold
6,513
– – 0.04% 303
2023
Q1 		$222K Buy
6,513
+2,336
+56% +$83.8K 0.03% 326
2022
Q4 		$130K Buy
+4,177
New +$119K 0.02% 432
2020
Q1 		– Sell
-1
Closed – – 1092
2019
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 905

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

Harbor Investment Advisory's HSBC Position: Q2 2024 in Review

Harbor Investment Advisory sold out of HSBC (HSBC) in Q2 2024, closing a stake of 25 shares — an estimated $984 sold.

Harbor Investment Advisory first reported a position in HSBC in Q4 2019 and held it in 5 quarters. The position peaked at $258K in Q2 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

  • Harbor Investment Advisory reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 25 HSBC shares in Q2 2024, an estimated $984.
  • Harbor Investment Advisory first reported a position in HSBC in Q4 2019 and held it in 5 quarters.
  • Harbor Investment Advisory's HSBC position peaked at $258K in Q2 2023.
  • 418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.