Harvest Group Wealth Management’s HSBC HSBC Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-657	Closed	-$17K	–	324
2020 Q4	$17K	Hold	657	–	–	0.01%	187
2020 Q3	$13K	Hold	657	–	–	0.01%	199
2020 Q2	$15K	Hold	657	–	–	0.01%	176
2020 Q1	$18K	Hold	657	–	–	0.02%	144
2019 Q4	$25K	Hold	657	–	–	0.02%	135
2019 Q3	$25K	Hold	657	–	–	0.03%	137
2019 Q2	$27K	Sell	657 -8	-1%	-$335	0.03%	118
2019 Q1	$27K	Buy	+665	New	+$26.8K	0.02%	135

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Harvest Group Wealth Management's HSBC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of HSBC (HSBC) in Q1 2021, closing a stake of 657 shares — an estimated $17K sold.

Harvest Group Wealth Management first reported a position in HSBC in Q1 2019 and held it in 8 quarters. The position peaked at $27K in Q2 2019. 261 funds tracked by Wall St. Rank hold HSBC as of Q1 2021.

Harvest Group Wealth Management reported no remaining HSBC position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 657 HSBC shares in Q1 2021, an estimated $17K.
Harvest Group Wealth Management first reported a position in HSBC in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's HSBC position peaked at $27K in Q2 2019.
261 funds tracked by Wall St. Rank held HSBC as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.