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Level Financial Advisors’s HSBC HSBC Stock Holding History

Level 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
2024
Q1 		– Sell
-20
Closed -$811 – 150
2023
Q4 		$811 Hold
20
– – ﹤0.01% 257
2023
Q3 		$789 Hold
20
– – ﹤0.01% 267
2023
Q2 		$792 Hold
20
– – ﹤0.01% 264
2023
Q1 		$683 Buy
+20
New +$718 ﹤0.01% 230
2022
Q1 		– Sell
-21
Closed -$1K – 249
2021
Q4 		$1K Buy
+21
New +$613 ﹤0.01% 250

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Level Financial Advisors's HSBC Position: Q1 2024 in Review

Level Financial Advisors sold out of HSBC (HSBC) in Q1 2024, closing a stake of 20 shares — an estimated $811 sold.

Level Financial Advisors first reported a position in HSBC in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Level Financial Advisors reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 20 HSBC shares in Q1 2024, an estimated $811.
  • Level Financial Advisors first reported a position in HSBC in Q4 2021 and held it in 5 quarters.
  • Level Financial Advisors's HSBC position peaked at $1K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.