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Stonebridge Capital Advisors’s HSBC HSBC Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-335
Closed -$13.2K – 478
2023
Q3 		$13.2K Buy
+335
New +$13.2K ﹤0.01% 563
2020
Q3 		– Sell
-104
Closed -$2K – 402
2020
Q2 		$2K Hold
104
– – ﹤0.01% 659
2020
Q1 		$3K Sell
104
-126
-55% -$4.38K ﹤0.01% 601
2019
Q4 		$9K Buy
+230
New +$8.72K ﹤0.01% 572

Other funds holding HSBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stonebridge Capital Advisors's HSBC Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of HSBC (HSBC) in Q4 2023, closing a stake of 335 shares — an estimated $13.2K sold.

Stonebridge Capital Advisors first reported a position in HSBC in Q4 2019 and held it in 4 quarters. The position peaked at $13.2K in Q3 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 335 HSBC shares in Q4 2023, an estimated $13.2K.
  • Stonebridge Capital Advisors first reported a position in HSBC in Q4 2019 and held it in 4 quarters.
  • Stonebridge Capital Advisors's HSBC position peaked at $13.2K in Q3 2023.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.