LSAG
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Lake Street Advisors Group’s HSBC HSBC Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.38M Buy
27,929
+739
+3% +$34.3K 0.06% 186
2024
Q3 		$1.23M Buy
27,190
+145
+0.5% +$6.29K 0.06% 185
2024
Q2 		$1.18M Sell
27,045
-1,322
-5% -$56.9K 0.06% 191
2024
Q1 		$1.16M Buy
28,367
+350
+1% +$13.7K 0.05% 202
2023
Q4 		$1.14M Sell
28,017
-162
-0.6% -$6.27K 0.06% 203
2023
Q3 		$1.11M Buy
28,179
+393
+1% +$15.5K 0.07% 154
2023
Q2 		$1.1M Buy
27,786
+2,173
+8% +$81.1K 0.06% 160
2023
Q1 		$874K Buy
25,613
+1,858
+8% +$66.7K 0.05% 170
2022
Q4 		$740K Sell
23,755
-748
-3% -$21.2K 0.05% 164
2022
Q3 		$639K Sell
24,503
-4,669
-16% -$145K 0.05% 173
2022
Q2 		$953K Buy
29,172
+4,102
+16% +$133K 0.07% 146
2022
Q1 		$858K Buy
25,070
+3,748
+18% +$129K 0.05% 151
2021
Q4 		$643K Buy
21,322
+801
+4% +$23.4K 0.04% 161
2021
Q3 		$537K Buy
20,521
+3,230
+19% +$87.9K 0.06% 127
2021
Q2 		$492K Buy
17,291
+4,010
+30% +$122K 0.04% 166
2021
Q1 		$387K Buy
13,281
+4,562
+52% +$130K 0.03% 190
2020
Q4 		$226K Buy
+8,719
New +$207K 0.02% 273
2020
Q3 		– Sell
-15,048
Closed -$351K – 290
2020
Q2 		$351K Sell
15,048
-3,108
-17% -$77.2K 0.04% 176
2020
Q1 		$509K Buy
18,156
+9,528
+110% +$331K 0.06% 111
2019
Q4 		$337K Buy
8,628
+1,260
+17% +$47.8K 0.03% 165
2019
Q3 		$282K Sell
7,368
-3,806
-34% -$147K 0.03% 161
2019
Q2 		$466K Buy
11,174
+758
+7% +$31.8K 0.05% 106
2019
Q1 		$418K Buy
10,416
+291
+3% +$11.7K 0.04% 119
2018
Q4 		$401K Buy
10,125
+738
+8% +$29.5K 0.05% 114
2018
Q3 		$393K Sell
9,387
-2,797
-23% -$121K 0.04% 116
2018
Q2 		$541K Sell
12,184
-543
-4% -$24.9K 0.05% 147
2018
Q1 		$566K Sell
12,727
-326
-2% -$15.5K 0.06% 119
2017
Q4 		$616K Buy
+13,053
New +$590K 0.07% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Advisors Group's HSBC Position: Q4 2024 in Review

Lake Street Advisors Group increased its HSBC (HSBC) stake by 2.7% in Q4 2024, buying an estimated $34.3K and bringing the position to 27,929 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #186.

Lake Street Advisors Group first reported a position in HSBC in Q4 2017 and has held it in 28 quarters since. 466 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

  • Lake Street Advisors Group held 27,929 shares of HSBC worth $1.38M as of Q4 2024.
  • Lake Street Advisors Group bought 739 HSBC shares in Q4 2024, an estimated $34.3K.
  • HSBC made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #186 holding.
  • Lake Street Advisors Group first reported a position in HSBC in Q4 2017 and has held it in 28 quarters since.
  • 466 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.