Regent Peak Wealth Advisors’s HSBC HSBC Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-96	Closed	-$2K	–	516
2020 Q4	$2K	Buy	+96	New	+$2.28K	﹤0.01%	822

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Regent Peak Wealth Advisors's HSBC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of HSBC (HSBC) in Q1 2021, closing a stake of 96 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in HSBC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 261 funds tracked by Wall St. Rank hold HSBC as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining HSBC position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 96 HSBC shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in HSBC in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's HSBC position peaked at $2K in Q4 2020.
261 funds tracked by Wall St. Rank held HSBC as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.