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OneAscent Financial Services’s HSBC HSBC Stock Holding History

OneAscent Financial Services’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
Q2 		– Sell
-7,329
Closed -$205K – 183
2020
Q1 		$205K Buy
7,329
+1,232
+20% +$42.8K 0.15% 131
2019
Q4 		$238K Buy
+6,097
New +$231K 0.13% 132

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CS
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LP
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Northern Trust
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Citigroup
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PPA
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Goldman Sachs
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneAscent Financial Services's HSBC Position: Q2 2020 in Review

OneAscent Financial Services sold out of HSBC (HSBC) in Q2 2020, closing a stake of 7,329 shares — an estimated $205K sold.

OneAscent Financial Services first reported a position in HSBC in Q4 2019 and held it in 2 quarters. The position peaked at $238K in Q4 2019. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • OneAscent Financial Services reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 7,329 HSBC shares in Q2 2020, an estimated $205K.
  • OneAscent Financial Services first reported a position in HSBC in Q4 2019 and held it in 2 quarters.
  • OneAscent Financial Services's HSBC position peaked at $238K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on OneAscent Financial Services's 13F filing for Q2 2020, filed 21 Jul 2020.