Lenox Wealth Management’s HSBC HSBC Stock Holding History

Lenox Wealth Management’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
2020 Q2	$13K	Buy	567 +124	+28%	+$3.08K	﹤0.01%	398
2020 Q1	$12K	Buy	443 +162	+58%	+$5.63K	﹤0.01%	369
2019 Q4	$11K	Sell	281 -4,962	-95%	-$188K	﹤0.01%	430
2019 Q3	$200K	Buy	5,243 +39	+0.7%	+$1.51K	0.06%	141
2019 Q2	$219K	Buy	5,204 +209	+4%	+$8.76K	0.07%	129
2019 Q1	$205K	Buy	4,995 +116	+2%	+$4.67K	0.06%	123
2018 Q4	$193K	Buy	4,879 +177	+4%	+$7.09K	0.06%	118
2018 Q3	$197K	Sell	4,702 -391	-8%	-$16.9K	0.06%	144
2018 Q2	$229K	Buy	5,093 +1,529	+43%	+$70.1K	0.07%	128
2018 Q1	$160K	Buy	3,564 +859	+32%	+$40.9K	0.05%	141
2017 Q4	$128K	Buy	2,705 +158	+6%	+$7.14K	0.04%	145
2017 Q3	$114K	Buy	2,547 +319	+14%	+$14.1K	0.04%	152
2017 Q2	$95K	Buy	+2,228	New	+$86.5K	0.04%	150

Other funds holding HSBC

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

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

PPA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Management's HSBC Position: Q2 2020 in Review

Lenox Wealth Management increased its HSBC (HSBC) stake by 28% in Q2 2020, buying an estimated $3.08K and bringing the position to 567 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Lenox Wealth Management first reported a position in HSBC in Q2 2017 and has held it in 13 quarters since. The position peaked at $229K in Q2 2018. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

Lenox Wealth Management held 567 shares of HSBC worth $13K as of Q2 2020.
Lenox Wealth Management bought 124 HSBC shares in Q2 2020, an estimated $3.08K.
HSBC made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #398 holding.
Lenox Wealth Management first reported a position in HSBC in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's HSBC position peaked at $229K in Q2 2018.
273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.