HSBC Holdings
MOAT icon

HSBC Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HSBC Holdings’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,605
Closed -$834K – 3186
2024
Q3 		$834K Buy
8,605
+5,919
+220% +$541K ﹤0.01% 1775
2024
Q2 		$233K Sell
2,686
-7,511
-74% -$653K ﹤0.01% 2457
2024
Q1 		$916K Buy
10,197
+1,728
+20% +$148K ﹤0.01% 1815
2023
Q4 		$719K Buy
8,469
+46
+0.5% +$3.57K ﹤0.01% 1907
2023
Q3 		$639K Buy
+8,423
New +$671K ﹤0.01% 1890
2019
Q1 		– Sell
-20,206
Closed -$832K – 2828
2018
Q4 		$832K Buy
+20,206
New +$898K ﹤0.01% 1890

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HSBC Holdings's MOAT Position: Q4 2024 in Review

HSBC Holdings sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 8,605 shares — an estimated $834K sold.

HSBC Holdings first reported a position in MOAT in Q4 2018 and held it in 6 quarters. The position peaked at $916K in Q1 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • HSBC Holdings reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • HSBC Holdings sold 8,605 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $834K.
  • HSBC Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 6 quarters.
  • HSBC Holdings's VanEck Morningstar Wide Moat ETF position peaked at $916K in Q1 2024.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.