RMR Wealth Builders’s HSBC HSBC Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-83	Closed	-$2K	–	385
2021 Q1	$2K	Hold	83	–	–	﹤0.01%	732
2020 Q4	$2K	Buy	+83	New	+$1.97K	﹤0.01%	492
2020 Q3	–	Sell	-527	Closed	-$12K	–	329
2020 Q2	$12K	Buy	+527	New	+$13.1K	0.01%	339
2019 Q4	$59K	Buy	+1,506	New	+$57.1K	0.06%	212

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

RMR Wealth Builders's HSBC Position: Q2 2021 in Review

RMR Wealth Builders sold out of HSBC (HSBC) in Q2 2021, closing a stake of 83 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in HSBC in Q4 2019 and held it in 4 quarters. The position peaked at $59K in Q4 2019. 260 funds tracked by Wall St. Rank hold HSBC as of Q2 2021.

RMR Wealth Builders reported no remaining HSBC position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 83 HSBC shares in Q2 2021, an estimated $2K.
RMR Wealth Builders first reported a position in HSBC in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's HSBC position peaked at $59K in Q4 2019.
260 funds tracked by Wall St. Rank held HSBC as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.