Lenox Wealth Advisors’s HSBC HSBC Stock Holding History

Lenox Wealth 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
2021 Q2	–	Sell	-817	Closed	-$24K	–	743
2021 Q1	$24K	Hold	817	–	–	﹤0.01%	285
2020 Q4	$21K	Sell	817 -62	-7%	-$1.47K	﹤0.01%	307
2020 Q3	$17K	Hold	879	–	–	﹤0.01%	308
2020 Q2	$21K	Hold	879	–	–	﹤0.01%	281
2020 Q1	$25K	Hold	879	–	–	﹤0.01%	224
2019 Q4	$34K	Hold	879	–	–	0.01%	233
2019 Q3	$34K	Hold	879	–	–	0.01%	196
2019 Q2	$37K	Sell	879 -94	-10%	-$3.94K	0.01%	164
2019 Q1	$39K	Buy	973 +61	+7%	+$2.46K	0.01%	147
2018 Q4	$36K	Sell	912 -11	-1%	-$440	0.01%	147
2018 Q3	$39K	Sell	923 -853	-48%	-$37K	0.01%	157
2018 Q2	$79K	Sell	1,776 -845	-32%	-$38.8K	0.02%	100
2018 Q1	$117K	Buy	2,621 +1,877	+252%	+$89.3K	0.03%	93
2017 Q4	$35K	Buy	+744	New	+$33.6K	0.01%	113
2016 Q1	–	Sell	-70	Closed	-$2K	–	323
2015 Q4	$2K	Sell	70 -172	-71%	-$6.07K	﹤0.01%	322
2015 Q3	$8K	Hold	242	–	–	﹤0.01%	206
2015 Q2	$10K	Sell	242 -3	-1%	-$125	﹤0.01%	140
2015 Q1	$9K	Sell	245 -6	-2%	-$234	﹤0.01%	168
2014 Q4	$10K	Hold	251	–	–	﹤0.01%	167
2014 Q3	$11K	Buy	+251	New	+$11.4K	﹤0.01%	171
2014 Q1	–	Sell	-58	Closed	-$3K	–	257
2013 Q4	$3K	Hold	58	–	–	﹤0.01%	268
2013 Q3	$3K	Buy	+58	New	+$2.75K	﹤0.01%	202

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Lenox Wealth Advisors's HSBC Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of HSBC (HSBC) in Q2 2021, closing a stake of 817 shares — an estimated $24K sold.

Lenox Wealth Advisors first reported a position in HSBC in Q3 2013 and held it in 22 quarters. The position peaked at $117K in Q1 2018. 260 funds tracked by Wall St. Rank hold HSBC as of Q2 2021.

Lenox Wealth Advisors reported no remaining HSBC position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 817 HSBC shares in Q2 2021, an estimated $24K.
Lenox Wealth Advisors first reported a position in HSBC in Q3 2013 and held it in 22 quarters.
Lenox Wealth Advisors's HSBC position peaked at $117K in Q1 2018.
260 funds tracked by Wall St. Rank held HSBC as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.