LifePlan Financial Group’s HSBC HSBC Stock Holding History

LifePlan Financial Group’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 Q3	$1K	Hold	34	–	–	﹤0.01%	545
2020 Q2	$1K	Hold	34	–	–	﹤0.01%	551
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	527
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	530
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	524
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	523
2019 Q1	$1K	Sell	34 -1	-3%	-$40	﹤0.01%	527
2018 Q4	$1K	Sell	35 -1	-3%	-$40	﹤0.01%	520
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	519
2018 Q2	$2K	Buy	+36	New	+$1.65K	﹤0.01%	486

Other funds holding HSBC

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

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

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

Citigroup New York $235B AUM 32.99% 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

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

Norges Bank Oslo, Norway $935B AUM

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

LifePlan Financial Group's HSBC Position: Q3 2020 in Review

LifePlan Financial Group held its HSBC (HSBC) position steady in Q3 2020 at 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

LifePlan Financial Group first reported a position in HSBC in Q2 2018 and has held it in 10 quarters since. The position peaked at $2K in Q2 2018. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

LifePlan Financial Group held 34 shares of HSBC worth $1K as of Q3 2020.
LifePlan Financial Group left its HSBC share count unchanged in Q3 2020.
HSBC made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #545 holding.
LifePlan Financial Group first reported a position in HSBC in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's HSBC position peaked at $2K in Q2 2018.
238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.