Joseph P. Lucia & Associates’s HSBC HSBC Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q2	–	Sell	-55	Closed	-$2K	–	464
2022 Q1	$2K	Buy	+55	New	+$1.9K	﹤0.01%	403
2021 Q4	–	Sell	-55	Closed	-$1K	–	301
2021 Q3	$1K	Hold	55	–	–	﹤0.01%	550
2021 Q2	$2K	Hold	55	–	–	﹤0.01%	512
2021 Q1	$2K	Hold	55	–	–	﹤0.01%	490
2020 Q4	$1K	Buy	+55	New	+$1.31K	﹤0.01%	464
2020 Q3	–	Sell	-55	Closed	-$1K	–	238
2020 Q2	$1K	Hold	55	–	–	﹤0.01%	451
2020 Q1	$2K	Buy	+55	New	+$1.91K	﹤0.01%	394

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Joseph P. Lucia & Associates's HSBC Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of HSBC (HSBC) in Q2 2022, closing a stake of 55 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in HSBC in Q1 2020 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining HSBC position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 55 HSBC shares in Q2 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in HSBC in Q1 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's HSBC position peaked at $2K in Q1 2022.
291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.