Insight Folios’s HSBC HSBC Stock Holding History

Insight Folios’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 Q3	$5.91M	Buy	130,832 +9,299	+8%	+$403K	2.11%	29
2024 Q2	$5.29M	Buy	121,533 +4,935	+4%	+$212K	2.17%	28
2024 Q1	$4.59M	Buy	+116,598	New	+$4.55M	1.86%	31

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Insight Folios's HSBC Position: Q3 2024 in Review

Insight Folios increased its HSBC (HSBC) stake by 7.7% in Q3 2024, buying an estimated $403K and bringing the position to 130,832 shares worth $5.91M. The position accounts for 2.11% of the portfolio, ranked #29.

Insight Folios first reported a position in HSBC in Q1 2024 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

Insight Folios held 130,832 shares of HSBC worth $5.91M as of Q3 2024.
Insight Folios bought 9,299 HSBC shares in Q3 2024, an estimated $403K.
HSBC made up 2.11% of Insight Folios's portfolio in Q3 2024, its #29 holding.
Insight Folios first reported a position in HSBC in Q1 2024 and has held it in 3 quarters since.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.