Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-136
Closed -$4K 228
2022
Q1
$4K Buy
+136
New +$4.69K ﹤0.01% 411

Other funds holding HSBC

San Luis Wealth Advisors's HSBC Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of HSBC (HSBC) in Q2 2022, closing a stake of 136 shares — an estimated $4K sold.

San Luis Wealth Advisors first reported a position in HSBC in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining HSBC position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 136 HSBC shares in Q2 2022, an estimated $4K.
  • San Luis Wealth Advisors first reported a position in HSBC in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's HSBC position peaked at $4K in Q1 2022.
  • 291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.