Mason & Associates (Virginia)’s HSBC HSBC Stock Holding History

Mason & Associates (Virginia)’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 Q2	–	Sell	-26,303	Closed	-$1.03M	–	55
2024 Q1	$1.03M	Buy	+26,303	New	+$1.03M	0.79%	41

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Mason & Associates (Virginia)'s HSBC Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of HSBC (HSBC) in Q2 2024, closing a stake of 26,303 shares — an estimated $1.03M sold.

Mason & Associates (Virginia) first reported a position in HSBC in Q1 2024 and held it in 1 quarter. The position peaked at $1.03M in Q1 2024. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Mason & Associates (Virginia) reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
Mason & Associates (Virginia) sold 26,303 HSBC shares in Q2 2024, an estimated $1.03M.
Mason & Associates (Virginia) first reported a position in HSBC in Q1 2024 and held it in 1 quarter.
Mason & Associates (Virginia)'s HSBC position peaked at $1.03M in Q1 2024.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.