Janiczek Wealth Management’s HSBC HSBC Stock Holding History

Janiczek 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	$4.87K	Hold	112	–	–	﹤0.01%	743
2024 Q1	$4.41K	Hold	112	–	–	﹤0.01%	776
2023 Q4	$4.54K	Hold	112	–	–	﹤0.01%	763
2023 Q3	$4.42K	Hold	112	–	–	﹤0.01%	742
2023 Q2	$4.44K	Hold	112	–	–	﹤0.01%	670
2023 Q1	$4.07K	Hold	112	–	–	﹤0.01%	687
2022 Q4	$3.97K	Sell	112 -40	-26%	-$1.14K	﹤0.01%	690
2022 Q3	$4K	Sell	152 -104	-41%	-$3.23K	﹤0.01%	684
2022 Q2	$8K	Sell	256 -50	-16%	-$1.62K	﹤0.01%	603
2022 Q1	$10K	Hold	306	–	–	﹤0.01%	573
2021 Q4	$9K	Sell	306 -3	-1%	-$88	﹤0.01%	607
2021 Q3	$8K	Sell	309 -725	-70%	-$19.7K	﹤0.01%	609
2021 Q2	$30K	Sell	1,034 -52	-5%	-$1.59K	0.01%	350
2021 Q1	$32K	Buy	1,086 +744	+218%	+$21.3K	0.01%	309
2020 Q4	$9K	Buy	342 +292	+584%	+$6.94K	﹤0.01%	493
2020 Q3	$1K	Buy	+50	New	+$1.1K	﹤0.01%	575

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

Janiczek Wealth Management's HSBC Position: Q2 2024 in Review

Janiczek Wealth Management held its HSBC (HSBC) position steady in Q2 2024 at 112 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Janiczek Wealth Management first reported a position in HSBC in Q3 2020 and has held it in 16 quarters since. The position peaked at $32K in Q1 2021. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Janiczek Wealth Management held 112 shares of HSBC worth $4.87K as of Q2 2024.
Janiczek Wealth Management left its HSBC share count unchanged in Q2 2024.
HSBC made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #743 holding.
Janiczek Wealth Management first reported a position in HSBC in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's HSBC position peaked at $32K in Q1 2021.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.