Kelly Financial Services’s HSBC HSBC Stock Holding History

Kelly Financial Services’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 Q1	–	Sell	-97	Closed	-$3.79K	–	597
2019 Q4	$3.79K	Hold	97	–	–	﹤0.01%	339
2019 Q3	$3.71K	Buy	+97	New	+$3.76K	﹤0.01%	330

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's HSBC Position: Q1 2020 in Review

Kelly Financial Services sold out of HSBC (HSBC) in Q1 2020, closing a stake of 97 shares — an estimated $3.79K sold.

Kelly Financial Services first reported a position in HSBC in Q3 2019 and held it in 2 quarters. The position peaked at $3.79K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Kelly Financial Services reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Kelly Financial Services sold 97 HSBC shares in Q1 2020, an estimated $3.79K.
Kelly Financial Services first reported a position in HSBC in Q3 2019 and held it in 2 quarters.
Kelly Financial Services's HSBC position peaked at $3.79K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.