Prestige Wealth Management Group’s HSBC HSBC Stock Holding History

Prestige Wealth Management Group’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 Q1	–	Sell	-143	Closed	-$5.8K	–	1033
2023 Q4	$5.8K	Hold	143	–	–	﹤0.01%	560
2023 Q3	$5.64K	Hold	143	–	–	﹤0.01%	558
2023 Q2	$5.67K	Hold	143	–	–	﹤0.01%	570
2023 Q1	$5.05K	Hold	143	–	–	﹤0.01%	572
2022 Q4	$4.46K	Hold	143	–	–	﹤0.01%	643
2022 Q3	$4K	Hold	143	–	–	﹤0.01%	596
2022 Q2	$5K	Hold	143	–	–	﹤0.01%	586
2022 Q1	$5K	Hold	143	–	–	﹤0.01%	613
2021 Q4	$4K	Hold	143	–	–	﹤0.01%	681
2021 Q3	$4K	Hold	143	–	–	﹤0.01%	682
2021 Q2	$4K	Hold	143	–	–	﹤0.01%	678
2021 Q1	$4K	Hold	143	–	–	﹤0.01%	661
2020 Q4	$4K	Hold	143	–	–	﹤0.01%	626
2020 Q3	$3K	Hold	143	–	–	﹤0.01%	621
2020 Q2	$3K	Hold	143	–	–	﹤0.01%	609
2020 Q1	$4K	Hold	143	–	–	﹤0.01%	527
2019 Q4	$6K	Hold	143	–	–	﹤0.01%	406
2019 Q3	$5K	Hold	143	–	–	﹤0.01%	419
2019 Q2	$6K	Sell	143 -2	-1%	-$84	﹤0.01%	380
2019 Q1	$6K	Sell	145 -528	-78%	-$21.3K	﹤0.01%	381
2018 Q4	$27K	Buy	+673	New	+$26.9K	0.02%	265

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prestige Wealth Management Group's HSBC Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of HSBC (HSBC) in Q1 2024, closing a stake of 143 shares — an estimated $5.8K sold.

Prestige Wealth Management Group first reported a position in HSBC in Q4 2018 and held it in 21 quarters. The position peaked at $27K in Q4 2018. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Prestige Wealth Management Group reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 143 HSBC shares in Q1 2024, an estimated $5.8K.
Prestige Wealth Management Group first reported a position in HSBC in Q4 2018 and held it in 21 quarters.
Prestige Wealth Management Group's HSBC position peaked at $27K in Q4 2018.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.