Sageworth Trust’s HSBC HSBC Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-403	Closed	-$13.8K	–	239
2023 Q1	$13.8K	Buy	403 +361	+860%	+$13K	﹤0.01%	250
2022 Q4	$1K	Buy	+42	New	+$1.19K	﹤0.01%	416

Other funds holding HSBC

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Sageworth Trust's HSBC Position: Q2 2023 in Review

Sageworth Trust sold out of HSBC (HSBC) in Q2 2023, closing a stake of 403 shares — an estimated $13.8K sold.

Sageworth Trust first reported a position in HSBC in Q4 2022 and held it in 2 quarters. The position peaked at $13.8K in Q1 2023. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

Sageworth Trust reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 403 HSBC shares in Q2 2023, an estimated $13.8K.
Sageworth Trust first reported a position in HSBC in Q4 2022 and held it in 2 quarters.
Sageworth Trust's HSBC position peaked at $13.8K in Q1 2023.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.