SWM
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Sugarloaf Wealth Management’s HSBC HSBC Stock Holding History

Sugarloaf 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
2021
Q1 		– Sell
-33
Closed -$1K – 762
2020
Q4 		$1K Hold
33
– – ﹤0.01% 676
2020
Q3 		$1K Hold
33
– – ﹤0.01% 639
2020
Q2 		$1K Hold
33
– – ﹤0.01% 638
2020
Q1 		$1K Hold
33
– – ﹤0.01% 650
2019
Q4 		$1K Buy
+33
New +$1.25K ﹤0.01% 668

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sugarloaf Wealth Management's HSBC Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of HSBC (HSBC) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in HSBC in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 261 funds tracked by Wall St. Rank hold HSBC as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining HSBC position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 33 HSBC shares in Q1 2021, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in HSBC in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's HSBC position peaked at $1K in Q4 2020.
  • 261 funds tracked by Wall St. Rank held HSBC as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.