Patriot Financial Group Insurance Agency’s HSBC HSBC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,057	Closed	-$35K	–	1070
2022 Q2	$35K	Sell	1,057 -93	-8%	-$3.02K	0.01%	844
2022 Q1	$39K	Buy	1,150 +247	+27%	+$8.52K	0.01%	852
2021 Q4	$27K	Buy	903 +748	+483%	+$21.8K	﹤0.01%	1091
2021 Q3	$4K	Buy	+155	New	+$4.22K	﹤0.01%	1761
2021 Q2	–	Sell	-2	Closed	–	–	2117
2021 Q1	$0	Sell	2 -436	-100%	-$12.5K	﹤0.01%	2018
2020 Q4	$11K	Hold	438	–	–	﹤0.01%	1180
2020 Q3	$9K	Hold	438	–	–	﹤0.01%	1058
2020 Q2	$10K	Hold	438	–	–	﹤0.01%	980
2020 Q1	$12K	Buy	438 +416	+1,891%	+$14.4K	0.01%	797
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1204
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	1186
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	1249
2019 Q1	$1K	Buy	+22	New	+$886	﹤0.01%	1122
2018 Q2	–	Sell	-348	Closed	-$15K	–	721
2018 Q1	$15K	Sell	348 -8	-2%	-$381	0.01%	527
2017 Q4	$17K	Sell	356 -164	-32%	-$7.42K	0.01%	484
2017 Q3	$24K	Hold	520	–	–	0.02%	368
2017 Q2	$23K	Sell	520 -6	-1%	-$233	0.02%	360
2017 Q1	$19K	Hold	526	–	–	0.02%	364
2016 Q4	$20K	Buy	+526	New	+$18.6K	0.03%	341

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HSBC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of HSBC (HSBC) in Q3 2022, closing a stake of 1,057 shares — an estimated $35K sold.

Patriot Financial Group Insurance Agency first reported a position in HSBC in Q4 2016 and held it in 19 quarters. The position peaked at $39K in Q1 2022. 288 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining HSBC position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,057 HSBC shares in Q3 2022, an estimated $35K.
Patriot Financial Group Insurance Agency first reported a position in HSBC in Q4 2016 and held it in 19 quarters.
Patriot Financial Group Insurance Agency's HSBC position peaked at $39K in Q1 2022.
288 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.