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Optimum Investment Advisors’s HSBC HSBC Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-155
Closed -$6K – 973
2019
Q3 		$6K Buy
+155
New +$6.01K ﹤0.01% 862
2019
Q2 		– Sell
-38
Closed -$2K – 971
2019
Q1 		$2K Sell
38
-1
-3% -$40 ﹤0.01% 950
2018
Q4 		$2K Sell
39
-1
-3% -$40 ﹤0.01% 907
2018
Q3 		$2K Hold
40
– – ﹤0.01% 978
2018
Q2 		$2K Sell
40
-1
-2% -$46 ﹤0.01% 999
2018
Q1 		$2K Buy
+41
New +$1.95K ﹤0.01% 960

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Optimum Investment Advisors's HSBC Position: Q4 2019 in Review

Optimum Investment Advisors sold out of HSBC (HSBC) in Q4 2019, closing a stake of 155 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in HSBC in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Optimum Investment Advisors reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 155 HSBC shares in Q4 2019, an estimated $6K.
  • Optimum Investment Advisors first reported a position in HSBC in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's HSBC position peaked at $6K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.