TCWP’s HSBC HSBC Stock Holding History

TCWP’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	-352	Closed	-$12K	–	915
2022 Q1	$12K	Buy	+352	New	+$12.1K	﹤0.01%	834

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

TCWP's HSBC Position: Q2 2022 in Review

TCWP sold out of HSBC (HSBC) in Q2 2022, closing a stake of 352 shares — an estimated $12K sold.

TCWP first reported a position in HSBC in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 291 funds tracked by Wall St. Rank hold HSBC as of Q2 2022.

TCWP reported no remaining HSBC position as of Q2 2022 after selling out during the quarter.
TCWP sold 352 HSBC shares in Q2 2022, an estimated $12K.
TCWP first reported a position in HSBC in Q1 2022 and held it in 1 quarter.
TCWP's HSBC position peaked at $12K in Q1 2022.
291 funds tracked by Wall St. Rank held HSBC as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.