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One Wealth Advisors’s HSBC HSBC Stock Holding History

One Wealth Advisors’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
2020
Q1 		– Sell
-6,081
Closed -$238K – 114
2019
Q4 		$238K Buy
+6,081
New +$231K 0.18% 88
2019
Q2 		– Sell
-3,198
Closed -$128K – 280
2019
Q1 		$128K Buy
+3,198
New +$129K 0.1% 157
2018
Q4 		– Sell
-3,291
Closed -$138K – 267
2018
Q3 		$138K Sell
3,291
-29
-0.9% -$1.26K 0.11% 159
2018
Q2 		$147K Sell
3,320
-2,200
-40% -$101K 0.12% 155
2018
Q1 		$253K Sell
5,520
-2,293
-29% -$109K 0.22% 89
2017
Q4 		$369K Buy
+7,813
New +$353K 0.3% 51

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return