Heritage Wealth Management (Arizona)’s HSBC HSBC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q3	–	Sell	-514	Closed	-$16.8K	–	1053
2022 Q2	$16.8K	Buy	+514	New	+$16.7K	0.01%	569

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

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

Norges Bank Oslo, Norway $935B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s HSBC Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of HSBC (HSBC) in Q3 2022, closing a stake of 514 shares — an estimated $16.8K sold.

Heritage Wealth Management (Arizona) first reported a position in HSBC in Q2 2022 and held it in 1 quarter. The position peaked at $16.8K in Q2 2022. 287 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining HSBC position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 514 HSBC shares in Q3 2022, an estimated $16.8K.
Heritage Wealth Management (Arizona) first reported a position in HSBC in Q2 2022 and held it in 1 quarter.
Heritage Wealth Management (Arizona)'s HSBC position peaked at $16.8K in Q2 2022.
287 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.