Private Ocean’s HSBC HSBC Stock Holding History

Private Ocean’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 Q2	–	Sell	-95	Closed	-$3.74K	–	647
2024 Q1	$3.74K	Hold	95	–	–	﹤0.01%	429
2023 Q4	$3.85K	Hold	95	–	–	﹤0.01%	434
2023 Q3	$3.75K	Hold	95	–	–	﹤0.01%	417
2023 Q2	$3.76K	Hold	95	–	–	﹤0.01%	456
2023 Q1	$3.24K	Buy	+95	New	+$3.41K	﹤0.01%	496
2022 Q3	–	Sell	-9	Closed	–	–	583
2022 Q2	$0	Hold	9	–	–	﹤0.01%	557
2022 Q1	$0	Buy	+9	New	+$310	﹤0.01%	656

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Private Ocean's HSBC Position: Q2 2024 in Review

Private Ocean sold out of HSBC (HSBC) in Q2 2024, closing a stake of 95 shares — an estimated $3.74K sold.

Private Ocean first reported a position in HSBC in Q1 2022 and held it in 7 quarters. The position peaked at $3.85K in Q4 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Private Ocean reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 95 HSBC shares in Q2 2024, an estimated $3.74K.
Private Ocean first reported a position in HSBC in Q1 2022 and held it in 7 quarters.
Private Ocean's HSBC position peaked at $3.85K in Q4 2023.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.