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Johnson Financial Group Inc (Wisconsin)’s HSBC HSBC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2020
Q3 		– Sell
-64
Closed -$1K – 455
2020
Q2 		$1K Hold
64
– – ﹤0.01% 432
2020
Q1 		$2K Hold
64
– – ﹤0.01% 446
2019
Q4 		$3K Buy
64
+58
+967% +$2.2K ﹤0.01% 482
2019
Q3 		$0 Buy
+6
New +$233 ﹤0.01% 576
2019
Q2 		– Sell
-354
Closed -$14K – 553
2019
Q1 		$14K Sell
354
-9
-2% -$363 ﹤0.01% 412
2018
Q4 		$14K Sell
363
-4
-1% -$160 ﹤0.01% 409
2018
Q3 		$15K Sell
367
-4
-1% -$173 ﹤0.01% 419
2018
Q2 		$16K Sell
371
-416
-53% -$19.1K ﹤0.01% 421
2018
Q1 		$35K Buy
787
+76
+11% +$3.62K ﹤0.01% 365
2017
Q4 		$34K Hold
711
– – ﹤0.01% 392
2017
Q3 		$32K Sell
711
-539
-43% -$23.8K ﹤0.01% 374
2017
Q2 		$53K Sell
1,250
-215
-15% -$8.35K 0.01% 356
2017
Q1 		$54K Buy
1,465
+201
+16% +$7.55K 0.01% 389
2016
Q4 		$46K Buy
1,264
+544
+76% +$19.3K 0.01% 409
2016
Q3 		$24K Sell
720
-1,164
-62% -$36.5K ﹤0.01% 477
2016
Q2 		$52K Sell
1,884
-2
-0.1% -$57 0.01% 440
2016
Q1 		$52K Sell
1,886
-252
-12% -$7.45K 0.01% 379
2015
Q4 		$75K Sell
2,138
-2,576
-55% -$90.9K 0.02% 339
2015
Q3 		$159K Sell
4,714
-6,266
-57% -$234K 0.03% 282
2015
Q2 		$438K Sell
10,980
-104
-0.9% -$4.33K 0.09% 183
2015
Q1 		$417K Sell
11,084
-281
-2% -$11K 0.09% 182
2014
Q4 		$462K Sell
11,365
-7,079
-38% -$302K 0.11% 154
2014
Q3 		$808K Buy
18,444
+557
+3% +$25.4K 0.21% 117
2014
Q2 		$783K Buy
17,887
+6,371
+55% +$284K 0.21% 114
2014
Q1 		$504K Buy
11,516
+1,025
+10% +$46.5K 0.15% 133
2013
Q4 		$498K Buy
10,491
+3,308
+46% +$157K 0.14% 135
2013
Q3 		$336K Buy
7,183
+5,479
+322% +$260K 0.1% 163
2013
Q2 		$76K Buy
+1,704
New +$79.7K 0.02% 360

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Johnson Financial Group Inc (Wisconsin)'s HSBC Position: Q3 2020 in Review

Johnson Financial Group Inc (Wisconsin) sold out of HSBC (HSBC) in Q3 2020, closing a stake of 64 shares — an estimated $1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HSBC in Q2 2013 and held it in 28 quarters. The position peaked at $808K in Q3 2014. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 64 HSBC shares in Q3 2020, an estimated $1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in HSBC in Q2 2013 and held it in 28 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s HSBC position peaked at $808K in Q3 2014.
  • 238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2020, filed 12 Nov 2020.