Laurel Wealth Planning’s HSBC HSBC Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-125	Closed	-$3.9K	–	113
2022 Q4	$3.9K	Hold	125	–	–	﹤0.01%	184
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	193
2022 Q2	$4K	Hold	125	–	–	﹤0.01%	193
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	227
2021 Q4	$4K	Hold	125	–	–	﹤0.01%	173
2021 Q3	$3K	Buy	+125	New	+$3.4K	﹤0.01%	186

Other funds holding HSBC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Planning's HSBC Position: Q1 2023 in Review

Laurel Wealth Planning sold out of HSBC (HSBC) in Q1 2023, closing a stake of 125 shares — an estimated $3.9K sold.

Laurel Wealth Planning first reported a position in HSBC in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 337 funds tracked by Wall St. Rank hold HSBC as of Q1 2023.

Laurel Wealth Planning reported no remaining HSBC position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 125 HSBC shares in Q1 2023, an estimated $3.9K.
Laurel Wealth Planning first reported a position in HSBC in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's HSBC position peaked at $4K in Q2 2022.
337 funds tracked by Wall St. Rank held HSBC as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.