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Realta Investment Advisors’s HSBC HSBC Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-410
Closed -$16K – 772
2019
Q4 		$16K Buy
410
+20
+5% +$758 ﹤0.01% 992
2019
Q3 		$15K Sell
390
-575
-60% -$22.3K ﹤0.01% 999
2019
Q2 		$40K Buy
+965
New +$40.4K 0.01% 727

Other funds holding HSBC

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Realta Investment Advisors's HSBC Position: Q1 2020 in Review

Realta Investment Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 410 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in HSBC in Q2 2019 and held it in 3 quarters. The position peaked at $40K in Q2 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Realta Investment Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 410 HSBC shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in HSBC in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's HSBC position peaked at $40K in Q2 2019.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.