swisspartners Advisors’s HSBC HSBC Stock Holding History

swisspartners 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
2021 Q3	–	Sell	-20,000	Closed	-$115K	–	32
2021 Q2	$115K	Hold	20,000	–	–	0.09%	35
2021 Q1	$117K	Buy	+20,000	New	+$572K	0.1%	26

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

PPA

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

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

swisspartners Advisors's HSBC Position: Q3 2021 in Review

swisspartners Advisors sold out of HSBC (HSBC) in Q3 2021, closing a stake of 20,000 shares — an estimated $115K sold.

swisspartners Advisors first reported a position in HSBC in Q1 2021 and held it in 2 quarters. The position peaked at $117K in Q1 2021. 260 funds tracked by Wall St. Rank hold HSBC as of Q3 2021.

swisspartners Advisors reported no remaining HSBC position as of Q3 2021 after selling out during the quarter.
swisspartners Advisors sold 20,000 HSBC shares in Q3 2021, an estimated $115K.
swisspartners Advisors first reported a position in HSBC in Q1 2021 and held it in 2 quarters.
swisspartners Advisors's HSBC position peaked at $117K in Q1 2021.
260 funds tracked by Wall St. Rank held HSBC as of Q3 2021.

Based on swisspartners Advisors's 13F filing for Q3 2021, filed 17 Nov 2021.