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	–	276
2019 Q1	$128K	Buy	+3,198	New	+$129K	0.1%	157
2018 Q4	–	Sell	-3,291	Closed	-$138K	–	266
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

One Wealth Advisors's HSBC Position: Q1 2020 in Review

One Wealth Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 6,081 shares — an estimated $238K sold.

One Wealth Advisors first reported a position in HSBC in Q4 2017 and held it in 6 quarters. The position peaked at $369K in Q4 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

One Wealth Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
One Wealth Advisors sold 6,081 HSBC shares in Q1 2020, an estimated $238K.
One Wealth Advisors first reported a position in HSBC in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's HSBC position peaked at $369K in Q4 2017.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on One Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.