Spire Wealth Management’s HSBC HSBC Stock Holding History

Spire 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
2026 Q1	$70.5K	Sell	855 -12	-1%	-$1.02K	﹤0.01%	1078
2025 Q4	$68.2K	Buy	867 +37	+4%	+$2.65K	﹤0.01%	1091
2025 Q3	$58.9K	Buy	830 +10	+1%	+$650	﹤0.01%	1178
2025 Q2	$49.8K	Sell	820 -500	-38%	-$28.5K	﹤0.01%	1192
2025 Q1	$75.8K	Buy	1,320 +492	+59%	+$26.9K	﹤0.01%	1145
2024 Q4	$41K	Sell	828 -492	-37%	-$22.8K	﹤0.01%	1352
2024 Q3	$59.7K	Buy	1,320 +500	+61%	+$21.7K	﹤0.01%	1077
2024 Q2	$35.7K	Sell	820 -450	-35%	-$19.4K	﹤0.01%	1236
2024 Q1	$50K	Buy	1,270 +367	+41%	+$14.3K	﹤0.01%	1215
2023 Q4	$34.3K	Sell	903 -595	-40%	-$23K	﹤0.01%	1325
2023 Q3	$59.1K	Sell	1,498 -350	-19%	-$13.8K	﹤0.01%	1113
2023 Q2	$73.2K	Sell	1,848 -600	-25%	-$22.4K	﹤0.01%	1067
2023 Q1	$83.5K	Sell	2,448 -237	-9%	-$8.51K	﹤0.01%	1021
2022 Q4	$84K	Buy	2,685 +1,515	+129%	+$43K	﹤0.01%	803
2022 Q3	$31K	Hold	1,170	–	–	﹤0.01%	1135
2022 Q2	$38K	Buy	1,170 +500	+75%	+$16.2K	﹤0.01%	1409
2022 Q1	$23K	Sell	670 -1,115	-62%	-$38.4K	﹤0.01%	1753
2021 Q4	$54K	Buy	1,785 +955	+115%	+$27.9K	﹤0.01%	1684
2021 Q3	$22K	Buy	830 +160	+24%	+$4.36K	﹤0.01%	1816
2021 Q2	$19K	Sell	670 -1,210	-64%	-$36.9K	﹤0.01%	1886
2021 Q1	$55K	Buy	+1,880	New	+$53.8K	﹤0.01%	1680

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

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