Heritage Wealth Advisors’s HSBC HSBC Stock Holding History

Heritage Wealth 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
2020 Q1	–	Sell	-122	Closed	-$4.77K	–	504
2019 Q4	$4.77K	Buy	+122	New	+$4.63K	﹤0.01%	445

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

PPA

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

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

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

Heritage Wealth Advisors's HSBC Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 122 shares — an estimated $4.77K sold.

Heritage Wealth Advisors first reported a position in HSBC in Q4 2019 and held it in 1 quarter. The position peaked at $4.77K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Heritage Wealth Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 122 HSBC shares in Q1 2020, an estimated $4.77K.
Heritage Wealth Advisors first reported a position in HSBC in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's HSBC position peaked at $4.77K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.