Red Door Wealth Management’s HSBC HSBC Stock Holding History

Red Door Wealth Management’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
2021 Q3	–	Sell	-567	Closed	-$16K	–	360
2021 Q2	$16K	Buy	+567	New	+$17.3K	0.01%	390
2020 Q3	–	Sell	-567	Closed	-$13K	–	236
2020 Q2	$13K	Hold	567	–	–	0.01%	298
2020 Q1	$15K	Buy	+567	New	+$19.7K	0.01%	252

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Red Door Wealth Management's HSBC Position: Q3 2021 in Review

Red Door Wealth Management sold out of HSBC (HSBC) in Q3 2021, closing a stake of 567 shares — an estimated $16K sold.

Red Door Wealth Management first reported a position in HSBC in Q1 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 260 funds tracked by Wall St. Rank hold HSBC as of Q3 2021.

Red Door Wealth Management reported no remaining HSBC position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 567 HSBC shares in Q3 2021, an estimated $16K.
Red Door Wealth Management first reported a position in HSBC in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's HSBC position peaked at $16K in Q2 2021.
260 funds tracked by Wall St. Rank held HSBC as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.