Personal CFO Solutions’s HSBC HSBC Stock Holding History

Personal CFO Solutions’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	-6,791	Closed	-$222K	–	440
2022 Q2	$222K	Sell	6,791 -37	-0.5%	-$1.2K	0.05%	363
2022 Q1	$234K	Buy	+6,828	New	+$235K	0.05%	399

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Personal CFO Solutions's HSBC Position: Q3 2022 in Review

Personal CFO Solutions sold out of HSBC (HSBC) in Q3 2022, closing a stake of 6,791 shares — an estimated $222K sold.

Personal CFO Solutions first reported a position in HSBC in Q1 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2022. 287 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Personal CFO Solutions reported no remaining HSBC position as of Q3 2022 after selling out during the quarter.
Personal CFO Solutions sold 6,791 HSBC shares in Q3 2022, an estimated $222K.
Personal CFO Solutions first reported a position in HSBC in Q1 2022 and held it in 2 quarters.
Personal CFO Solutions's HSBC position peaked at $234K in Q1 2022.
287 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.