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Newbridge Financial Services Group’s HSBC HSBC Stock Holding History

Newbridge Financial Services 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
2025
Q1 		– Sell
-17
Closed -$841 – 1099
2024
Q4 		$841 Buy
+17
New +$789 ﹤0.01% 1032
2024
Q2 		– Sell
-100
Closed -$3.94K – 1157
2024
Q1 		$3.94K Sell
100
-150
-60% -$5.86K ﹤0.01% 919
2023
Q4 		$10.1K Sell
250
-1,050
-81% -$40.6K 0.01% 732
2023
Q3 		$51.3K Hold
1,300
– – 0.03% 409
2023
Q2 		$51.5K Sell
1,300
-250
-16% -$9.33K 0.03% 446
2023
Q1 		$52.9K Buy
1,550
+950
+158% +$34.1K 0.03% 452
2022
Q4 		$18.7K Buy
+600
New +$17K 0.01% 739

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Newbridge Financial Services Group's HSBC Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of HSBC (HSBC) in Q1 2025, closing a stake of 17 shares — an estimated $841 sold.

Newbridge Financial Services Group first reported a position in HSBC in Q4 2022 and held it in 7 quarters. The position peaked at $52.9K in Q1 2023. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 17 HSBC shares in Q1 2025, an estimated $841.
  • Newbridge Financial Services Group first reported a position in HSBC in Q4 2022 and held it in 7 quarters.
  • Newbridge Financial Services Group's HSBC position peaked at $52.9K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.