TCWM
HSBC icon

Total Clarity Wealth Management’s HSBC HSBC Stock Holding History

Total Clarity Wealth Management’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
2025
Q2 		– Sell
-4,637
Closed -$229K – 309
2025
Q1 		$229K Hold
4,637
– – 0.07% 231
2024
Q4 		$229K Sell
4,637
-73
-2% -$3.39K 0.07% 231
2024
Q3 		$213K Buy
+4,710
New +$204K 0.07% 236
2022
Q1 		– Sell
-984
Closed -$30K – 506
2021
Q4 		$30K Hold
984
– – 0.01% 486
2021
Q3 		$26K Buy
+984
New +$26.8K 0.01% 510
2021
Q2 		– Sell
-984
Closed -$29K – 408
2021
Q1 		$29K Buy
+984
New +$28.1K 0.02% 406
2020
Q1 		– Sell
-984
Closed -$38K – 309
2019
Q4 		$38K Buy
+984
New +$37.3K 0.03% 305

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Total Clarity Wealth Management's HSBC Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of HSBC (HSBC) in Q2 2025, closing a stake of 4,637 shares — an estimated $229K sold.

Total Clarity Wealth Management first reported a position in HSBC in Q4 2019 and held it in 7 quarters. The position peaked at $229K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 4,637 HSBC shares in Q2 2025, an estimated $229K.
  • Total Clarity Wealth Management first reported a position in HSBC in Q4 2019 and held it in 7 quarters.
  • Total Clarity Wealth Management's HSBC position peaked at $229K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.