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Schechter Investment Advisors’s HSBC HSBC Stock Holding History

Schechter Investment 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
2025
Q1 		$657K Sell
11,432
-2,695
-19% -$147K 0.05% 308
2024
Q4 		$699K Sell
14,127
-952
-6% -$44.2K 0.05% 312
2024
Q3 		$681K Buy
15,079
+972
+7% +$42.1K 0.05% 330
2024
Q2 		$614K Buy
14,107
+730
+5% +$31.4K 0.05% 333
2024
Q1 		$527K Sell
13,377
-13,860
-51% -$541K 0.04% 363
2023
Q4 		$1.1M Sell
27,237
-3,255
-11% -$126K 0.1% 209
2023
Q3 		$1.2M Sell
30,492
-500
-2% -$19.7K 0.12% 191
2023
Q2 		$1.23M Buy
30,992
+821
+3% +$30.6K 0.11% 210
2023
Q1 		$1.03M Buy
30,171
+8,365
+38% +$300K 0.1% 245
2022
Q4 		$679K Buy
21,806
+13,223
+154% +$375K 0.06% 410
2022
Q3 		$224K Sell
8,583
-1,006
-10% -$31.3K 0.02% 802
2022
Q2 		$313K Buy
9,589
+1,127
+13% +$36.6K 0.03% 695
2022
Q1 		$290K Buy
+8,462
New +$292K 0.03% 722

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Schechter Investment Advisors's HSBC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its HSBC (HSBC) stake by 19% in Q1 2025, selling an estimated $147K and leaving 11,432 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #308.

Schechter Investment Advisors first reported a position in HSBC in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2023. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Schechter Investment Advisors held 11,432 shares of HSBC worth $657K as of Q1 2025.
  • Schechter Investment Advisors sold 2,695 HSBC shares in Q1 2025, an estimated $147K.
  • HSBC made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #308 holding.
  • Schechter Investment Advisors first reported a position in HSBC in Q1 2022 and has held it in 13 quarters since.
  • Schechter Investment Advisors's HSBC position peaked at $1.23M in Q2 2023.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.