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JT Stratford LLC’s HSBC HSBC Stock Holding History

JT Stratford LLC’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 		– Sell
-8,665
Closed -$341K – 284
2024
Q1 		$341K Sell
8,665
-53,993
-86% -$2.11M 0.07% 213
2023
Q4 		$2.54M Buy
62,658
+14
+0% +$542 0.58% 36
2023
Q3 		$2.47M Buy
62,644
+33,927
+118% +$1.34M 0.64% 31
2023
Q2 		$1.14M Buy
28,717
+9,698
+51% +$362K 0.31% 89
2023
Q1 		$649K Buy
+19,019
New +$683K 0.19% 121

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

JT Stratford LLC's HSBC Position: Q2 2024 in Review

JT Stratford LLC sold out of HSBC (HSBC) in Q2 2024, closing a stake of 8,665 shares — an estimated $341K sold.

JT Stratford LLC first reported a position in HSBC in Q1 2023 and held it in 5 quarters. The position peaked at $2.54M in Q4 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

  • JT Stratford LLC reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
  • JT Stratford LLC sold 8,665 HSBC shares in Q2 2024, an estimated $341K.
  • JT Stratford LLC first reported a position in HSBC in Q1 2023 and held it in 5 quarters.
  • JT Stratford LLC's HSBC position peaked at $2.54M in Q4 2023.
  • 418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on JT Stratford LLC's 13F filing for Q2 2024, filed 14 Aug 2024.