Naples Money Management’s HSBC HSBC Stock Holding History

Naples Money 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
2024 Q1	–	Sell	-217	Closed	-$8.79K	–	421
2023 Q4	$8.79K	Buy	+217	New	+$8.4K	0.01%	220

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Naples Money Management's HSBC Position: Q1 2024 in Review

Naples Money Management sold out of HSBC (HSBC) in Q1 2024, closing a stake of 217 shares — an estimated $8.79K sold.

Naples Money Management first reported a position in HSBC in Q4 2023 and held it in 1 quarter. The position peaked at $8.79K in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Naples Money Management reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 217 HSBC shares in Q1 2024, an estimated $8.79K.
Naples Money Management first reported a position in HSBC in Q4 2023 and held it in 1 quarter.
Naples Money Management's HSBC position peaked at $8.79K in Q4 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.