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NVWM LLC’s HSBC HSBC Stock Holding History

NVWM LLC’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
Q3 		– Sell
-75
Closed -$2.97K – 447
2023
Q2 		$2.97K Buy
+75
New +$2.8K ﹤0.01% 391
2022
Q2 		– Sell
-74
Closed -$3K – 501
2022
Q1 		$3K Buy
+74
New +$2.55K ﹤0.01% 471
2020
Q1 		– Sell
-75
Closed -$3K – 345
2019
Q4 		$3K Hold
75
– – ﹤0.01% 285
2019
Q3 		$3K Hold
75
– – ﹤0.01% 316
2019
Q2 		$3K Sell
75
-1
-1% -$42 ﹤0.01% 325
2019
Q1 		$3K Sell
76
-2
-3% -$81 ﹤0.01% 300
2018
Q4 		$3K Buy
+78
New +$3.12K ﹤0.01% 306

Other funds holding HSBC

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NVWM LLC's HSBC Position: Q3 2023 in Review

NVWM LLC sold out of HSBC (HSBC) in Q3 2023, closing a stake of 75 shares — an estimated $2.97K sold.

NVWM LLC first reported a position in HSBC in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

  • NVWM LLC reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
  • NVWM LLC sold 75 HSBC shares in Q3 2023, an estimated $2.97K.
  • NVWM LLC first reported a position in HSBC in Q4 2018 and held it in 7 quarters.
  • NVWM LLC's HSBC position peaked at $3K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on NVWM LLC's 13F filing for Q3 2023, filed 30 Oct 2023.