Kore Private Wealth’s HSBC HSBC Stock Holding History

Kore Private Wealth’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	-70	Closed	-$1K	–	621
2020 Q2	$1K	Sell	70 -1,176	-94%	-$29.2K	﹤0.01%	1101
2020 Q1	$35K	Buy	1,246 +920	+282%	+$32K	0.01%	484
2019 Q4	$13K	Buy	+326	New	+$12.4K	﹤0.01%	701
2019 Q1	–	Sell	-175	Closed	-$7K	–	939
2018 Q4	$7K	Buy	+175	New	+$7.01K	﹤0.01%	623

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kore Private Wealth's HSBC Position: Q3 2020 in Review

Kore Private Wealth sold out of HSBC (HSBC) in Q3 2020, closing a stake of 70 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in HSBC in Q4 2018 and held it in 4 quarters. The position peaked at $35K in Q1 2020. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

Kore Private Wealth reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 70 HSBC shares in Q3 2020, an estimated $1K.
Kore Private Wealth first reported a position in HSBC in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's HSBC position peaked at $35K in Q1 2020.
238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.