Leo Wealth LLC’s HSBC HSBC Stock Holding History

Leo Wealth LLC’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
2024 Q3	–	Sell	-4,675	Closed	-$203K	–	354
2024 Q2	$203K	Sell	4,675 -12,141	-72%	-$522K	0.02%	317
2024 Q1	$662K	Buy	16,816 +1,518	+10%	+$59.3K	0.07%	186
2023 Q4	$617K	Buy	+15,298	New	+$592K	0.06%	182

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Leo Wealth LLC's HSBC Position: Q3 2024 in Review

Leo Wealth LLC sold out of HSBC (HSBC) in Q3 2024, closing a stake of 4,675 shares — an estimated $203K sold.

Leo Wealth LLC first reported a position in HSBC in Q4 2023 and held it in 3 quarters. The position peaked at $662K in Q1 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

Leo Wealth LLC reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
Leo Wealth LLC sold 4,675 HSBC shares in Q3 2024, an estimated $203K.
Leo Wealth LLC first reported a position in HSBC in Q4 2023 and held it in 3 quarters.
Leo Wealth LLC's HSBC position peaked at $662K in Q1 2024.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Leo Wealth LLC's 13F filing for Q3 2024, filed 21 Oct 2024.