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Next Financial Group’s HSBC HSBC Stock Holding History

Next Financial 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
2021
Q4 		$5K Buy
+157
New +$4.58K ﹤0.01% 2420
2021
Q2 		– Sell
-5
Closed – – 2654
2021
Q1 		$0 Buy
+5
New +$143 ﹤0.01% 2578
2020
Q2 		– Sell
-38
Closed -$1K – 1152
2020
Q1 		$1K Buy
38
+2
+6% +$69 ﹤0.01% 2009
2019
Q4 		$2K Sell
36
-139
-79% -$5.27K ﹤0.01% 2168
2019
Q3 		$7K Sell
175
-22
-11% -$853 ﹤0.01% 1812
2019
Q2 		$9K Sell
197
-1
-0.5% -$42 ﹤0.01% 1719
2019
Q1 		$8K Buy
198
+57
+40% +$2.3K ﹤0.01% 1161
2018
Q4 		$6K Buy
141
+112
+386% +$4.48K ﹤0.01% 1497
2018
Q3 		$1K Buy
+29
New +$1.26K ﹤0.01% 1393
2017
Q4 		– Sell
-15
Closed -$1K – 748
2017
Q3 		$1K Sell
15
-122
-89% -$5.4K ﹤0.01% 1685
2017
Q2 		$6K Sell
137
-11
-7% -$427 ﹤0.01% 1492
2017
Q1 		$6K Buy
148
+94
+174% +$3.53K ﹤0.01% 1452
2016
Q4 		$2K Hold
54
– – ﹤0.01% 2163
2016
Q3 		$2K Buy
54
+16
+42% +$502 ﹤0.01% 2153
2016
Q2 		$1K Hold
38
– – ﹤0.01% 1661
2016
Q1 		$1K Sell
38
-505
-93% -$14.9K ﹤0.01% 1631
2015
Q4 		$19K Sell
543
-337
-38% -$11.9K 0.01% 940
2015
Q3 		$29K Sell
880
-56
-6% -$2.09K 0.01% 825
2015
Q2 		$37K Sell
936
-237
-20% -$9.87K 0.01% 777
2015
Q1 		$44K Sell
1,173
-259
-18% -$10.1K 0.01% 709
2014
Q4 		$58K Sell
1,432
-547
-28% -$23.3K 0.02% 611
2014
Q3 		$87K Buy
1,979
+1,952
+7,230% +$88.9K 0.02% 703
2014
Q2 		$1K Buy
+27
New +$1.2K ﹤0.01% 1149

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Next Financial Group's HSBC Position: Q4 2021 in Review

Next Financial Group opened a new position in HSBC (HSBC) in Q4 2021: 157 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings. This is a return to the name: Next Financial Group previously reported a position in HSBC as recently as Q1 2021.

Next Financial Group first reported a position in HSBC in Q2 2014 and has held it in 23 quarters since. The position peaked at $87K in Q3 2014. 282 funds tracked by Wall St. Rank hold HSBC as of Q4 2021.

  • Next Financial Group held 157 shares of HSBC worth $5K as of Q4 2021.
  • HSBC was a new Next Financial Group position in Q4 2021.
  • HSBC made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2420 holding.
  • Next Financial Group first reported a position in HSBC in Q2 2014 and has held it in 23 quarters since.
  • Next Financial Group's HSBC position peaked at $87K in Q3 2014.
  • 282 funds tracked by Wall St. Rank held HSBC as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.