ICA Group Wealth Management’s HSBC HSBC Stock Holding History

ICA Group Wealth Management’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
2024 Q2	$2.39K	Hold	55	–	–	﹤0.01%	663
2024 Q1	$2.17K	Hold	55	–	–	﹤0.01%	1169
2023 Q4	$2.23K	Buy	+55	New	+$2.13K	﹤0.01%	1164
2023 Q3	–	Sell	-55	Closed	-$2.18K	–	655
2023 Q2	$2.18K	Hold	55	–	–	﹤0.01%	1119
2023 Q1	$1.88K	Hold	55	–	–	﹤0.01%	1095
2022 Q4	$2.03K	Buy	+55	New	+$1.56K	﹤0.01%	1103

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

ICA Group Wealth Management's HSBC Position: Q2 2024 in Review

ICA Group Wealth Management held its HSBC (HSBC) position steady in Q2 2024 at 55 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

ICA Group Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

ICA Group Wealth Management held 55 shares of HSBC worth $2.39K as of Q2 2024.
ICA Group Wealth Management left its HSBC share count unchanged in Q2 2024.
HSBC made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #663 holding.
ICA Group Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 6 quarters since.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.