Legend Financial Advisors’s HSBC HSBC Stock Holding History

Legend Financial Advisors’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	-270	Closed	-$8.41K	–	240
2022 Q4	$8.41K	Hold	270	–	–	0.01%	175
2022 Q3	$7.04K	Buy	+270	New	+$8.39K	0.01%	169

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

Legend Financial Advisors's HSBC Position: Q1 2023 in Review

Legend Financial Advisors sold out of HSBC (HSBC) in Q1 2023, closing a stake of 270 shares — an estimated $8.41K sold.

Legend Financial Advisors first reported a position in HSBC in Q3 2022 and held it in 2 quarters. The position peaked at $8.41K in Q4 2022. 337 funds tracked by Wall St. Rank hold HSBC as of Q1 2023.

Legend Financial Advisors reported no remaining HSBC position as of Q1 2023 after selling out during the quarter.
Legend Financial Advisors sold 270 HSBC shares in Q1 2023, an estimated $8.41K.
Legend Financial Advisors first reported a position in HSBC in Q3 2022 and held it in 2 quarters.
Legend Financial Advisors's HSBC position peaked at $8.41K in Q4 2022.
337 funds tracked by Wall St. Rank held HSBC as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.