TFO Wealth Partners’s HSBC HSBC Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-29	Closed	-$1K	–	289
2022 Q2	$1K	Buy	+29	New	+$941	﹤0.01%	416

Other funds holding HSBC

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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

Norges Bank Oslo, Norway $935B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

TFO Wealth Partners's HSBC Position: Q3 2022 in Review

TFO Wealth Partners sold out of HSBC (HSBC) in Q3 2022, closing a stake of 29 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in HSBC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 287 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

TFO Wealth Partners reported no remaining HSBC position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 29 HSBC shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in HSBC in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's HSBC position peaked at $1K in Q2 2022.
287 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.