Salem Investment Counselors’s HSBC HSBC Stock Holding History

Salem Investment Counselors’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
2022 Q3	–	Sell	-1,000	Closed	-$33K	–	1071
2022 Q2	$33K	Hold	1,000	–	–	﹤0.01%	576
2022 Q1	$34K	Hold	1,000	–	–	﹤0.01%	575
2021 Q4	$30K	Hold	1,000	–	–	﹤0.01%	640
2021 Q3	$26K	Hold	1,000	–	–	﹤0.01%	600
2021 Q2	$29K	Hold	1,000	–	–	﹤0.01%	561
2021 Q1	$29K	Buy	+1,000	New	+$28.6K	﹤0.01%	533
2018 Q3	–	Sell	-1,304	Closed	-$58K	–	481
2018 Q2	$58K	Sell	1,304 -14	-1%	-$642	0.01%	281
2018 Q1	$58K	Sell	1,318 -27	-2%	-$1.28K	0.01%	280
2017 Q4	$63K	Hold	1,345	–	–	0.01%	290
2017 Q3	$60K	Hold	1,345	–	–	0.01%	289
2017 Q2	$57K	Sell	1,345 -15	-1%	-$582	0.01%	300
2017 Q1	$50K	Hold	1,360	–	–	0.01%	385
2016 Q4	$49K	Hold	1,360	–	–	0.01%	360
2016 Q3	$462	Buy	+1,360	New	+$42.7K	0.01%	326

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Salem Investment Counselors's HSBC Position: Q3 2022 in Review

Salem Investment Counselors sold out of HSBC (HSBC) in Q3 2022, closing a stake of 1,000 shares — an estimated $33K sold.

Salem Investment Counselors first reported a position in HSBC in Q3 2016 and held it in 14 quarters. The position peaked at $63K in Q4 2017. 288 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Salem Investment Counselors reported no remaining HSBC position as of Q3 2022 after selling out during the quarter.
Salem Investment Counselors sold 1,000 HSBC shares in Q3 2022, an estimated $33K.
Salem Investment Counselors first reported a position in HSBC in Q3 2016 and held it in 14 quarters.
Salem Investment Counselors's HSBC position peaked at $63K in Q4 2017.
288 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Salem Investment Counselors's 13F filing for Q3 2022, filed 9 Nov 2022.