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SYSTM Wealth Solutions’s HSBC HSBC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q1 		– Sell
-4,432
Closed -$180K – 1017
2023
Q4 		$180K Sell
4,432
-2,466
-36% -$95.5K 0.02% 393
2023
Q3 		$272K Sell
6,898
-286
-4% -$11.3K 0.04% 383
2023
Q2 		$285K Sell
7,184
-457
-6% -$17.1K 0.04% 396
2023
Q1 		$261K Buy
+7,641
New +$274K 0.04% 405

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SYSTM Wealth Solutions's HSBC Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of HSBC (HSBC) in Q1 2024, closing a stake of 4,432 shares — an estimated $180K sold.

SYSTM Wealth Solutions first reported a position in HSBC in Q1 2023 and held it in 4 quarters. The position peaked at $285K in Q2 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,432 HSBC shares in Q1 2024, an estimated $180K.
  • SYSTM Wealth Solutions first reported a position in HSBC in Q1 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's HSBC position peaked at $285K in Q2 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.