Paladin Wealth’s HSBC HSBC Stock Holding History

Paladin Wealth’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
2024 Q4	–	Sell	-228	Closed	-$10.3K	–	147
2024 Q3	$10.3K	Buy	+228	New	+$9.88K	0.01%	177

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paladin Wealth's HSBC Position: Q4 2024 in Review

Paladin Wealth sold out of HSBC (HSBC) in Q4 2024, closing a stake of 228 shares — an estimated $10.3K sold.

Paladin Wealth first reported a position in HSBC in Q3 2024 and held it in 1 quarter. The position peaked at $10.3K in Q3 2024. 465 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

Paladin Wealth reported no remaining HSBC position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 228 HSBC shares in Q4 2024, an estimated $10.3K.
Paladin Wealth first reported a position in HSBC in Q3 2024 and held it in 1 quarter.
Paladin Wealth's HSBC position peaked at $10.3K in Q3 2024.
465 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.