Ropes Wealth Advisors’s HSBC HSBC Stock Holding History

Ropes 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	-1,364	Closed	-$35K	–	478
2020 Q4	$35K	Hold	1,364	–	–	0.01%	425
2020 Q3	$27K	Hold	1,364	–	–	0.01%	393
2020 Q2	$32K	Hold	1,364	–	–	0.01%	349
2020 Q1	$38K	Hold	1,364	–	–	0.01%	306
2019 Q4	$53K	Hold	1,364	–	–	0.01%	328
2019 Q3	$52K	Hold	1,364	–	–	0.01%	335
2019 Q2	$57K	Sell	1,364 -16	-1%	-$670	0.01%	326
2019 Q1	$55K	Sell	1,380 -35	-2%	-$1.41K	0.01%	320
2018 Q4	$56K	Sell	1,415 -17	-1%	-$681	0.02%	299
2018 Q3	$60K	Sell	1,432 -108	-7%	-$4.68K	0.01%	322
2018 Q2	$68K	Sell	1,540 -16	-1%	-$734	0.02%	319
2018 Q1	$69K	Sell	1,556 -32	-2%	-$1.52K	0.02%	300
2017 Q4	$75K	Buy	1,588 +95	+6%	+$4.29K	0.02%	304
2017 Q3	$67K	Hold	1,493	–	–	0.02%	295
2017 Q2	$63K	Sell	1,493 -17	-1%	-$660	0.02%	304
2017 Q1	$56K	Hold	1,510	–	–	0.02%	316
2016 Q4	$55K	Hold	1,510	–	–	0.02%	303
2016 Q3	$51K	Sell	1,510 -21	-1%	-$659	0.02%	274
2016 Q2	$43K	Hold	1,531	–	–	0.02%	270
2016 Q1	$42K	Hold	1,531	–	–	0.02%	228
2015 Q4	$54K	Hold	1,531	–	–	0.02%	238
2015 Q3	$52K	Hold	1,531	–	–	0.03%	251
2015 Q2	$61K	Sell	1,531 -16	-1%	-$666	0.03%	184
2015 Q1	$58K	Buy	+1,547	New	+$60.3K	0.03%	181

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

Ropes Wealth Advisors's HSBC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of HSBC (HSBC) in Q1 2021, closing a stake of 1,364 shares — an estimated $35K sold.

Ropes Wealth Advisors first reported a position in HSBC in Q1 2015 and held it in 24 quarters. The position peaked at $75K in Q4 2017. 261 funds tracked by Wall St. Rank hold HSBC as of Q1 2021.

Ropes Wealth Advisors reported no remaining HSBC position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,364 HSBC shares in Q1 2021, an estimated $35K.
Ropes Wealth Advisors first reported a position in HSBC in Q1 2015 and held it in 24 quarters.
Ropes Wealth Advisors's HSBC position peaked at $75K in Q4 2017.
261 funds tracked by Wall St. Rank held HSBC as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.