PFS Partners’s HSBC HSBC Stock Holding History

PFS Partners’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
2023 Q3	–	Sell	-58	Closed	-$2.29K	–	475
2023 Q2	$2.29K	Buy	58 +3	+5%	+$112	﹤0.01%	411
2023 Q1	$1.89K	Hold	55	–	–	﹤0.01%	333
2022 Q4	$1.73K	Hold	55	–	–	﹤0.01%	328
2022 Q3	$1.44K	Buy	55 +1	+2%	+$31	﹤0.01%	328
2022 Q2	$1.78K	Buy	54 +1	+2%	+$32	﹤0.01%	312
2022 Q1	$1.81K	Hold	53	–	–	﹤0.01%	318
2021 Q4	$1.59K	Buy	+53	New	+$1.55K	﹤0.01%	317

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

PFS Partners's HSBC Position: Q3 2023 in Review

PFS Partners sold out of HSBC (HSBC) in Q3 2023, closing a stake of 58 shares — an estimated $2.29K sold.

PFS Partners first reported a position in HSBC in Q4 2021 and held it in 7 quarters. The position peaked at $2.29K in Q2 2023. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

PFS Partners reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
PFS Partners sold 58 HSBC shares in Q3 2023, an estimated $2.29K.
PFS Partners first reported a position in HSBC in Q4 2021 and held it in 7 quarters.
PFS Partners's HSBC position peaked at $2.29K in Q2 2023.
374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on PFS Partners's 13F filing for Q3 2023, filed 1 Dec 2023.