MIA
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Milestone Investment Advisors’s HSBC HSBC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-671
Closed -$26.5K – 261
2023
Q3 		$26.5K Buy
+671
New +$26.4K 0.01% 244
2023
Q2 		– Sell
-671
Closed -$22.9K – 256
2023
Q1 		$22.9K Buy
+671
New +$24.1K 0.01% 256

Other funds holding HSBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Milestone Investment Advisors's HSBC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of HSBC (HSBC) in Q4 2023, closing a stake of 671 shares — an estimated $26.5K sold.

Milestone Investment Advisors first reported a position in HSBC in Q1 2023 and held it in 2 quarters. The position peaked at $26.5K in Q3 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 671 HSBC shares in Q4 2023, an estimated $26.5K.
  • Milestone Investment Advisors first reported a position in HSBC in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's HSBC position peaked at $26.5K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.