Level Four Advisory Services’s HSBC HSBC Stock Holding History

Level Four Advisory Services’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	-19,079	Closed	-$830K	–	780
2024 Q2	$830K	Buy	19,079 +2,479	+15%	+$107K	0.04%	377
2024 Q1	$673K	Buy	16,600 +540	+3%	+$21.1K	0.04%	381
2023 Q4	$651K	Sell	16,060 -4,634	-22%	-$179K	0.04%	389
2023 Q3	$817K	Sell	20,694 -12,027	-37%	-$474K	0.05%	325
2023 Q2	$1.3M	Buy	32,721 +1,964	+6%	+$73.3K	0.08%	246
2023 Q1	$1.05M	Buy	30,757 +984	+3%	+$35.3K	0.07%	270
2022 Q4	$928K	Sell	29,773 -6,260	-17%	-$178K	0.07%	260
2022 Q3	$939K	Buy	36,033 +91	+0.3%	+$2.83K	0.09%	216
2022 Q2	$1.17M	Sell	35,942 -4,549	-11%	-$148K	0.11%	192
2022 Q1	$1.39M	Sell	40,491 -3,493	-8%	-$120K	0.11%	188
2021 Q4	$1.33M	Sell	43,984 -1,422	-3%	-$41.5K	0.1%	205
2021 Q3	$1.19M	Sell	45,406 -1,289	-3%	-$35.1K	0.12%	170
2021 Q2	$1.35M	Buy	46,695 +5,320	+13%	+$162K	0.09%	230
2021 Q1	$1.21M	Buy	41,375 +31,038	+300%	+$887K	0.09%	236
2020 Q4	$268K	Sell	10,337 -16,545	-62%	-$393K	0.02%	494
2020 Q3	$526K	Sell	26,882 -2,533	-9%	-$55.5K	0.04%	340
2020 Q2	$691K	Sell	29,415 -1,744	-6%	-$43.3K	0.05%	309
2020 Q1	$871K	Sell	31,159 -49	-0.2%	-$1.7K	0.1%	220
2019 Q4	$9.14M	Buy	31,208 +3,160	+11%	+$120K	0.36%	86
2019 Q3	$1.07M	Buy	28,048 +1,300	+5%	+$50.4K	0.11%	190
2019 Q2	$1.12M	Buy	26,748 +98	+0.4%	+$4.11K	0.11%	181
2019 Q1	$1.07M	Buy	26,650 +3,026	+13%	+$122K	0.12%	181
2018 Q4	$936K	Buy	23,624 +6,140	+35%	+$246K	0.12%	183
2018 Q3	$733K	Buy	+17,484	New	+$758K	0.08%	265

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

Level Four Advisory Services's HSBC Position: Q3 2024 in Review

Level Four Advisory Services sold out of HSBC (HSBC) in Q3 2024, closing a stake of 19,079 shares — an estimated $830K sold.

Level Four Advisory Services first reported a position in HSBC in Q3 2018 and held it in 24 quarters. The position peaked at $9.14M in Q4 2019. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

Level Four Advisory Services reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
Level Four Advisory Services sold 19,079 HSBC shares in Q3 2024, an estimated $830K.
Level Four Advisory Services first reported a position in HSBC in Q3 2018 and held it in 24 quarters.
Level Four Advisory Services's HSBC position peaked at $9.14M in Q4 2019.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.