J.W. Cole Advisors’s HSBC HSBC Stock Holding History

J.W. Cole Advisors’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 Q2	–	Sell	-10,034	Closed	-$342K	–	784
2023 Q1	$342K	Sell	10,034 -4,500	-31%	-$161K	0.02%	559
2022 Q4	$453K	Sell	14,534 -2,845	-16%	-$80.7K	0.03%	449
2022 Q3	$453K	Sell	17,379 -1,843	-10%	-$57.3K	0.04%	422
2022 Q2	$628K	Sell	19,222 -567	-3%	-$18.4K	0.05%	349
2022 Q1	$677K	Sell	19,789 -350	-2%	-$12.1K	0.05%	375
2021 Q4	$607K	Buy	20,139 +97	+0.5%	+$2.83K	0.04%	405
2021 Q3	$524K	Buy	+20,042	New	+$546K	0.04%	252
2021 Q2	–	Sell	-13,085	Closed	-$381K	–	747
2021 Q1	$381K	Buy	+13,085	New	+$374K	0.04%	457

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

J.W. Cole Advisors's HSBC Position: Q2 2023 in Review

J.W. Cole Advisors sold out of HSBC (HSBC) in Q2 2023, closing a stake of 10,034 shares — an estimated $342K sold.

J.W. Cole Advisors first reported a position in HSBC in Q1 2021 and held it in 8 quarters. The position peaked at $677K in Q1 2022. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

J.W. Cole Advisors reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
J.W. Cole Advisors sold 10,034 HSBC shares in Q2 2023, an estimated $342K.
J.W. Cole Advisors first reported a position in HSBC in Q1 2021 and held it in 8 quarters.
J.W. Cole Advisors's HSBC position peaked at $677K in Q1 2022.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on J.W. Cole Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.