Simon Quick Advisors’s HSBC HSBC Stock Holding History

Simon Quick 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 Q2	–	Sell	-5,381	Closed	-$309K	–	482
2025 Q1	$309K	Buy	+5,381	New	+$294K	0.02%	432
2022 Q2	–	Sell	-4	Closed	–	–	275
2022 Q1	$0	Hold	4	–	–	﹤0.01%	355
2021 Q4	$0	Buy	4 +1	+33%	+$29	﹤0.01%	391
2021 Q3	$0	Hold	3	–	–	﹤0.01%	431
2021 Q2	$0	Hold	3	–	–	﹤0.01%	457
2021 Q1	$0	Hold	3	–	–	﹤0.01%	456
2020 Q4	$0	Buy	+3	New	+$71	﹤0.01%	485
2019 Q3	–	Sell	-74	Closed	-$3.09K	–	433
2019 Q2	$3.09K	Sell	74 -938	-93%	-$39.3K	﹤0.01%	322
2019 Q1	$41K	Buy	+1,012	New	+$40.8K	0.02%	226
2018 Q1	–	Sell	-32	Closed	-$2K	–	361
2017 Q4	$2K	Sell	32 -594	-95%	-$26.9K	﹤0.01%	409
2017 Q3	$28K	Hold	626	–	–	0.01%	333
2017 Q2	$27K	Sell	626 -7	-1%	-$272	0.02%	162
2017 Q1	$23K	Buy	+633	New	+$23.8K	0.01%	203

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

Simon Quick Advisors's HSBC Position: Q2 2025 in Review

Simon Quick Advisors sold out of HSBC (HSBC) in Q2 2025, closing a stake of 5,381 shares — an estimated $309K sold.

Simon Quick Advisors first reported a position in HSBC in Q1 2017 and held it in 13 quarters. The position peaked at $309K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Simon Quick Advisors reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 5,381 HSBC shares in Q2 2025, an estimated $309K.
Simon Quick Advisors first reported a position in HSBC in Q1 2017 and held it in 13 quarters.
Simon Quick Advisors's HSBC position peaked at $309K in Q1 2025.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.