IWP
HSBC icon

Icon Wealth Partners’s HSBC HSBC Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-3,132
Closed -$126K – 429
2019
Q1 		$126K Sell
3,132
-613
-16% -$24.7K 0.05% 199
2018
Q4 		$148K Sell
3,745
-229
-6% -$9.17K 0.07% 169
2018
Q3 		$167K Sell
3,974
-311
-7% -$13.5K 0.07% 192
2018
Q2 		$190K Sell
4,285
-849
-17% -$38.9K 0.08% 163
2018
Q1 		$234K Sell
5,134
-631
-11% -$30K 0.13% 146
2017
Q4 		$272K Buy
+5,765
New +$261K 0.13% 144

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Partners's HSBC Position: Q2 2019 in Review

Icon Wealth Partners sold out of HSBC (HSBC) in Q2 2019, closing a stake of 3,132 shares — an estimated $126K sold.

Icon Wealth Partners first reported a position in HSBC in Q4 2017 and held it in 6 quarters. The position peaked at $272K in Q4 2017. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Icon Wealth Partners reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 3,132 HSBC shares in Q2 2019, an estimated $126K.
  • Icon Wealth Partners first reported a position in HSBC in Q4 2017 and held it in 6 quarters.
  • Icon Wealth Partners's HSBC position peaked at $272K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.