HSBC Holdings
PWP icon

HSBC Holdings’s Perella Weinberg Partners PWP Stock Holding History

HSBC Holdings’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,430
Closed -$296K – 3120
2024
Q2 		$296K Sell
18,430
-33,925
-65% -$512K ﹤0.01% 2292
2024
Q1 		$740K Buy
52,355
+37,252
+247% +$468K ﹤0.01% 1912
2023
Q4 		$186K Buy
15,103
+2,654
+21% +$28.9K ﹤0.01% 2489
2023
Q3 		$127K Buy
+12,449
New +$127K ﹤0.01% 2516
2022
Q4 		– Sell
-11,905
Closed -$76K – 3163
2022
Q3 		$76K Sell
11,905
-4,701
-28% -$33.4K ﹤0.01% 2778
2022
Q2 		$97K Buy
16,606
+2,445
+17% +$17.7K ﹤0.01% 3043
2022
Q1 		$137K Buy
14,161
+2,658
+23% +$28.3K ﹤0.01% 3072
2021
Q4 		$147K Buy
+11,503
New +$151K ﹤0.01% 3095

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings's PWP Position: Q3 2024 in Review

HSBC Holdings sold out of Perella Weinberg Partners (PWP) in Q3 2024, closing a stake of 18,430 shares — an estimated $296K sold.

HSBC Holdings first reported a position in PWP in Q4 2021 and held it in 8 quarters. The position peaked at $740K in Q1 2024. 148 funds tracked by Wall St. Rank hold PWP as of Q3 2024.

  • HSBC Holdings reported no remaining Perella Weinberg Partners position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 18,430 Perella Weinberg Partners shares in Q3 2024, an estimated $296K.
  • HSBC Holdings first reported a position in Perella Weinberg Partners in Q4 2021 and held it in 8 quarters.
  • HSBC Holdings's Perella Weinberg Partners position peaked at $740K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.