Selective Wealth Management’s HSBC HSBC Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-1,885	Closed	-$49K	–	377
2022 Q3	$49K	Hold	1,885	–	–	0.02%	301
2022 Q2	$62K	Hold	1,885	–	–	0.02%	285
2022 Q1	$65K	Hold	1,885	–	–	0.02%	263
2021 Q4	$57K	Hold	1,885	–	–	0.02%	256
2021 Q3	$49K	Hold	1,885	–	–	0.03%	255
2021 Q2	$54K	Hold	1,885	–	–	0.04%	182
2021 Q1	$55K	Hold	1,885	–	–	0.05%	119
2020 Q4	$49K	Hold	1,885	–	–	0.03%	111
2020 Q3	$37K	Hold	1,885	–	–	0.03%	114
2020 Q2	$44K	Buy	+1,885	New	+$46.8K	0.04%	115

Other funds holding HSBC

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Selective Wealth Management's HSBC Position: Q4 2022 in Review

Selective Wealth Management sold out of HSBC (HSBC) in Q4 2022, closing a stake of 1,885 shares — an estimated $49K sold.

Selective Wealth Management first reported a position in HSBC in Q2 2020 and held it in 10 quarters. The position peaked at $65K in Q1 2022. 314 funds tracked by Wall St. Rank hold HSBC as of Q4 2022.

Selective Wealth Management reported no remaining HSBC position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,885 HSBC shares in Q4 2022, an estimated $49K.
Selective Wealth Management first reported a position in HSBC in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's HSBC position peaked at $65K in Q1 2022.
314 funds tracked by Wall St. Rank held HSBC as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.