Lee Financial’s HSBC HSBC Stock Holding History

Lee Financial’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
2022 Q2	–	Sell	-43	Closed	-$1K	–	908
2022 Q1	$1K	Buy	+43	New	+$1.48K	﹤0.01%	723
2018 Q3	–	Sell	-924	Closed	-$41K	–	570
2018 Q2	$41K	Buy	924 +208	+29%	+$9.54K	0.01%	276
2018 Q1	$32K	Buy	+716	New	+$34.1K	0.01%	297
2017 Q3	–	Sell	-318	Closed	-$13K	–	500
2017 Q2	$13K	Buy	+318	New	+$12.3K	﹤0.01%	286

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Lee Financial's HSBC Position: Q2 2022 in Review

Lee Financial sold out of HSBC (HSBC) in Q2 2022, closing a stake of 43 shares — an estimated $1K sold.

Lee Financial first reported a position in HSBC in Q2 2017 and held it in 4 quarters. The position peaked at $41K in Q2 2018. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

Lee Financial reported no remaining HSBC position as of Q2 2022 after selling out during the quarter.
Lee Financial sold 43 HSBC shares in Q2 2022, an estimated $1K.
Lee Financial first reported a position in HSBC in Q2 2017 and held it in 4 quarters.
Lee Financial's HSBC position peaked at $41K in Q2 2018.
291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.