RJA
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Raymond James & Associates’s HSBC HSBC Stock Holding History

Raymond James & Associates’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
2017
Q3 		– Sell
-15,322
Closed -$24K – 3441
2017
Q2 		$24K Sell
15,322
-176
-1% -$6.83K ﹤0.01% 3242
2017
Q1 		$5K Buy
15,498
+111
+0.7% +$4.17K ﹤0.01% 3260
2016
Q4 		$3K Buy
15,387
+1,107
+8% +$39.2K ﹤0.01% 3217
2016
Q3 		$4K Sell
14,280
-3,341
-19% -$105K ﹤0.01% 3192
2016
Q2 		$2K Buy
+17,621
New +$498K ﹤0.01% 3006

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James & Associates's HSBC Position: Q3 2024 in Review

Raymond James & Associates reduced its HSBC (HSBC) stake by 11% in Q3 2024, selling an estimated $1.8M and leaving 319,985 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #1005.

Raymond James & Associates first reported a position in HSBC in Q2 2013 and has held it in 46 quarters since. The position peaked at $23.5M in Q4 2017. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • Raymond James & Associates held 319,985 shares of HSBC worth $14.5M as of Q3 2024.
  • Raymond James & Associates sold 41,431 HSBC shares in Q3 2024, an estimated $1.8M.
  • HSBC made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1005 holding.
  • Raymond James & Associates first reported a position in HSBC in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's HSBC position peaked at $23.5M in Q4 2017.
  • 424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.