LWM
HSBC icon

Liberty Wealth Management’s HSBC HSBC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-656
Closed -$18K – 574
2021
Q3 		$18K Buy
656
+18
+3% +$490 0.01% 677
2021
Q2 		$18K Buy
638
+18
+3% +$550 0.01% 533
2021
Q1 		$16K Hold
620
– – 0.01% 500
2020
Q4 		$16K Hold
620
– – 0.01% 497
2020
Q3 		$12K Hold
620
– – 0.01% 487
2020
Q2 		$14K Sell
620
-538
-46% -$13.4K 0.01% 437
2020
Q1 		$32K Sell
1,158
-191
-14% -$6.63K 0.03% 271
2019
Q4 		$53K Sell
1,349
-61
-4% -$2.31K 0.04% 233
2019
Q3 		$54K Sell
1,410
-205
-13% -$7.94K 0.05% 216
2019
Q2 		$67K Buy
1,615
+323
+25% +$13.5K 0.06% 206
2019
Q1 		$51K Sell
1,292
-33
-2% -$1.33K 0.04% 200
2018
Q4 		$52K Buy
+1,325
New +$53K 0.04% 182

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Liberty Wealth Management's HSBC Position: Q4 2021 in Review

Liberty Wealth Management sold out of HSBC (HSBC) in Q4 2021, closing a stake of 656 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in HSBC in Q4 2018 and held it in 12 quarters. The position peaked at $67K in Q2 2019. 282 funds tracked by Wall St. Rank hold HSBC as of Q4 2021.

  • Liberty Wealth Management reported no remaining HSBC position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 656 HSBC shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in HSBC in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's HSBC position peaked at $67K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held HSBC as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.