IFG Advisory’s HSBC HSBC Stock Holding History

IFG Advisory’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
2023 Q4	–	Sell	-28,414	Closed	-$1.12M	–	586
2023 Q3	$1.12M	Buy	28,414 +206	+0.7%	+$8.12K	0.09%	217
2023 Q2	$1.12M	Buy	+28,208	New	+$1.05M	0.1%	211

Other funds holding HSBC

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IFG Advisory's HSBC Position: Q4 2023 in Review

IFG Advisory sold out of HSBC (HSBC) in Q4 2023, closing a stake of 28,414 shares — an estimated $1.12M sold.

IFG Advisory first reported a position in HSBC in Q2 2023 and held it in 2 quarters. The position peaked at $1.12M in Q3 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

IFG Advisory reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 28,414 HSBC shares in Q4 2023, an estimated $1.12M.
IFG Advisory first reported a position in HSBC in Q2 2023 and held it in 2 quarters.
IFG Advisory's HSBC position peaked at $1.12M in Q3 2023.
411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.