The Family Firm’s HSBC HSBC Stock Holding History

The Family Firm’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 Q3	–	Sell	-833	Closed	-$36.2K	–	486
2024 Q2	$36.2K	Buy	+833	New	+$35.8K	0.01%	469

Other funds holding HSBC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

The Family Firm's HSBC Position: Q3 2024 in Review

The Family Firm sold out of HSBC (HSBC) in Q3 2024, closing a stake of 833 shares — an estimated $36.2K sold.

The Family Firm first reported a position in HSBC in Q2 2024 and held it in 1 quarter. The position peaked at $36.2K in Q2 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

The Family Firm reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 833 HSBC shares in Q3 2024, an estimated $36.2K.
The Family Firm first reported a position in HSBC in Q2 2024 and held it in 1 quarter.
The Family Firm's HSBC position peaked at $36.2K in Q2 2024.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.