Money Concepts Capital’s HSBC HSBC Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-367	Closed	-$11.4K	–	1580
2022 Q4	$11.4K	Buy	+367	New	+$10.4K	﹤0.01%	1948
2022 Q2	–	Sell	-175	Closed	-$6K	–	1975
2022 Q1	$6K	Buy	+175	New	+$6.03K	﹤0.01%	2129

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

Jane Street New York $777B AUM 61.18% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Norges Bank Oslo, Norway $935B AUM

Money Concepts Capital's HSBC Position: Q1 2023 in Review

Money Concepts Capital sold out of HSBC (HSBC) in Q1 2023, closing a stake of 367 shares — an estimated $11.4K sold.

Money Concepts Capital first reported a position in HSBC in Q1 2022 and held it in 2 quarters. The position peaked at $11.4K in Q4 2022. 337 funds tracked by Wall St. Rank hold HSBC as of Q1 2023.

Money Concepts Capital reported no remaining HSBC position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 367 HSBC shares in Q1 2023, an estimated $11.4K.
Money Concepts Capital first reported a position in HSBC in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's HSBC position peaked at $11.4K in Q4 2022.
337 funds tracked by Wall St. Rank held HSBC as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.