Stratos Wealth Partners’s HSBC HSBC Stock Holding History

Stratos Wealth Partners’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
2020 Q2	–	Sell	-7,787	Closed	-$218K	–	1014
2020 Q1	$218K	Buy	+7,787	New	+$270K	0.01%	789
2018 Q4	–	Sell	-3,383	Closed	-$142K	–	1563
2018 Q3	$142K	Buy	+3,383	New	+$147K	0.01%	981
2018 Q2	–	Sell	-4,149	Closed	-$184K	–	1688
2018 Q1	$184K	Sell	4,149 -52	-1%	-$2.47K	0.01%	937
2017 Q4	$198K	Buy	+4,201	New	+$190K	0.01%	882

Other funds holding HSBC

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's HSBC Position: Q2 2020 in Review

Stratos Wealth Partners sold out of HSBC (HSBC) in Q2 2020, closing a stake of 7,787 shares — an estimated $218K sold.

Stratos Wealth Partners first reported a position in HSBC in Q4 2017 and held it in 4 quarters. The position peaked at $218K in Q1 2020. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

Stratos Wealth Partners reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
Stratos Wealth Partners sold 7,787 HSBC shares in Q2 2020, an estimated $218K.
Stratos Wealth Partners first reported a position in HSBC in Q4 2017 and held it in 4 quarters.
Stratos Wealth Partners's HSBC position peaked at $218K in Q1 2020.
273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Stratos Wealth Partners's 13F filing for Q2 2020, filed 28 Jul 2020.