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Parisi Gray Wealth Management’s HSBC HSBC Stock Holding History

Parisi Gray Wealth Management’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
2018
Q2 		– Sell
-16
Closed -$1K – 626
2018
Q1 		$1K Buy
+16
New +$761 ﹤0.01% 589

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CI
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Northern Trust
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Parisi Gray Wealth Management's HSBC Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of HSBC (HSBC) in Q2 2018, closing a stake of 16 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in HSBC in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 16 HSBC shares in Q2 2018, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in HSBC in Q1 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's HSBC position peaked at $1K in Q1 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.