Planned Solutions’s HSBC HSBC Stock Holding History

Planned 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
2024 Q4	–	Sell	-1,925	Closed	-$87K	–	338
2024 Q3	$87K	Buy	+1,925	New	+$83.4K	0.03%	231

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

Planned Solutions's HSBC Position: Q4 2024 in Review

Planned Solutions sold out of HSBC (HSBC) in Q4 2024, closing a stake of 1,925 shares — an estimated $87K sold.

Planned Solutions first reported a position in HSBC in Q3 2024 and held it in 1 quarter. The position peaked at $87K in Q3 2024. 465 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

Planned Solutions reported no remaining HSBC position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,925 HSBC shares in Q4 2024, an estimated $87K.
Planned Solutions first reported a position in HSBC in Q3 2024 and held it in 1 quarter.
Planned Solutions's HSBC position peaked at $87K in Q3 2024.
465 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.