Sonora Investment Management’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-205
Closed -$5K 1819
2020
Q2
$5K Buy
+205
New +$5.09K ﹤0.01% 1358
2018
Q4
Sell
-472
Closed -$20K 1269
2018
Q3
$20K Buy
+472
New +$20.5K ﹤0.01% 643

Other funds holding HSBC

Sonora Investment Management's HSBC Position: Q3 2020 in Review

Sonora Investment Management sold out of HSBC (HSBC) in Q3 2020, closing a stake of 205 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in HSBC in Q3 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

  • Sonora Investment Management reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 205 HSBC shares in Q3 2020, an estimated $5K.
  • Sonora Investment Management first reported a position in HSBC in Q3 2018 and held it in 2 quarters.
  • Sonora Investment Management's HSBC position peaked at $20K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.