HSBC Holdings’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

HSBC Holdings’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,610	Closed	-$439K	–	3182
2022 Q2	$439K	Hold	9,610	–	–	﹤0.01%	2403
2022 Q1	$626K	Hold	9,610	–	–	﹤0.01%	2247
2021 Q4	$686K	Buy	9,610 +2,650	+38%	+$217K	﹤0.01%	2264
2021 Q3	$538K	Hold	6,960	–	–	﹤0.01%	2216
2021 Q2	$649K	Sell	6,960 -2,425	-26%	-$210K	﹤0.01%	2012
2021 Q1	$923K	Sell	9,385 -700	-7%	-$80K	﹤0.01%	1648
2020 Q4	$1.04M	Buy	+10,085	New	+$817K	﹤0.01%	1674

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HSBC Holdings's PBW Position: Q3 2022 in Review

HSBC Holdings sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2022, closing a stake of 9,610 shares — an estimated $439K sold.

HSBC Holdings first reported a position in PBW in Q4 2020 and held it in 7 quarters. The position peaked at $1.04M in Q4 2020. 193 funds tracked by Wall St. Rank hold PBW as of Q3 2022.

HSBC Holdings reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
HSBC Holdings sold 9,610 Invesco WilderHill Clean Energy ETF shares in Q3 2022, an estimated $439K.
HSBC Holdings first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 7 quarters.
HSBC Holdings's Invesco WilderHill Clean Energy ETF position peaked at $1.04M in Q4 2020.
193 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2022.

Based on HSBC Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.