Simplicity Wealth’s HSBC HSBC Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-6,118	Closed	-$266K	–	801
2024 Q2	$266K	Buy	6,118 +49	+0.8%	+$2.11K	0.01%	994
2024 Q1	$239K	Buy	+6,069	New	+$237K	0.01%	1003

Other funds holding HSBC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Wealth's HSBC Position: Q3 2024 in Review

Simplicity Wealth sold out of HSBC (HSBC) in Q3 2024, closing a stake of 6,118 shares — an estimated $266K sold.

Simplicity Wealth first reported a position in HSBC in Q1 2024 and held it in 2 quarters. The position peaked at $266K in Q2 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

Simplicity Wealth reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 6,118 HSBC shares in Q3 2024, an estimated $266K.
Simplicity Wealth first reported a position in HSBC in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's HSBC position peaked at $266K in Q2 2024.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.