Sutton Wealth Advisors’s HSBC HSBC Stock Holding History

Sutton Wealth 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
2022 Q2	–	Sell	-81	Closed	-$2.63K	–	1670
2022 Q1	$2.77K	Hold	81	–	–	﹤0.01%	1162
2021 Q4	$2.44K	Hold	81	–	–	﹤0.01%	1173
2021 Q3	$2.12K	Hold	81	–	–	﹤0.01%	1164
2021 Q2	$2.34K	Hold	81	–	–	﹤0.01%	1147
2021 Q1	$2.36K	Hold	81	–	–	﹤0.01%	1123
2020 Q4	$2.1K	Hold	81	–	–	﹤0.01%	1105
2020 Q3	$1.59K	Hold	81	–	–	﹤0.01%	1094
2020 Q2	$1.89K	Hold	81	–	–	﹤0.01%	1062
2020 Q1	$2.27K	Hold	81	–	–	﹤0.01%	1021
2019 Q4	$3.17K	Hold	81	–	–	﹤0.01%	1003
2019 Q3	$3.1K	Hold	81	–	–	﹤0.01%	1009
2019 Q2	$3.38K	Sell	81 -1	-1%	-$42	﹤0.01%	981
2019 Q1	$3.29K	Sell	82 -2	-2%	-$81	﹤0.01%	987
2018 Q4	$3.33K	Sell	84 -1	-1%	-$40	﹤0.01%	941
2018 Q3	$3.56K	Sell	85 -1	-1%	-$43	﹤0.01%	944
2018 Q2	$3.82K	Sell	86 -1	-1%	-$46	﹤0.01%	953
2018 Q1	$3.86K	Sell	87 -2	-2%	-$95	﹤0.01%	949
2017 Q4	$4.18K	Hold	89	–	–	﹤0.01%	908
2017 Q3	$4K	Hold	89	–	–	﹤0.01%	896
2017 Q2	$3.76K	Sell	89 -1	-1%	-$39	﹤0.01%	913
2017 Q1	$3.31K	Hold	90	–	–	﹤0.01%	894
2016 Q4	$3.25K	Buy	+90	New	+$3.19K	﹤0.01%	889

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sutton Wealth Advisors's HSBC Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of HSBC (HSBC) in Q2 2022, closing a stake of 81 shares — an estimated $2.63K sold.

Sutton Wealth Advisors first reported a position in HSBC in Q4 2016 and held it in 22 quarters. The position peaked at $4.18K in Q4 2017. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

Sutton Wealth Advisors reported no remaining HSBC position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 81 HSBC shares in Q2 2022, an estimated $2.63K.
Sutton Wealth Advisors first reported a position in HSBC in Q4 2016 and held it in 22 quarters.
Sutton Wealth Advisors's HSBC position peaked at $4.18K in Q4 2017.
291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.