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Tradewinds Capital Management’s HSBC HSBC Stock Holding History

Tradewinds Capital 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
Q1 		– Sell
-25
Closed -$1.24K – 698
2024
Q4 		$1.24K Buy
+25
New +$1.16K ﹤0.01% 527
2017
Q4 		– Sell
-276
Closed -$12K – 710
2017
Q3 		$12K Hold
276
– – 0.01% 370
2017
Q2 		$12K Sell
276
-289
-51% -$11.2K 0.01% 370
2017
Q1 		$21K Hold
565
– – 0.01% 289
2016
Q4 		$20K Sell
565
-902
-61% -$32K 0.01% 290
2016
Q3 		$50K Sell
1,467
-185
-11% -$5.81K 0.04% 191
2016
Q2 		$46K Hold
1,652
– – 0.03% 207
2016
Q1 		$46K Sell
1,652
-198
-11% -$5.86K 0.03% 226
2015
Q4 		$65K Sell
1,850
-314
-15% -$11.1K 0.05% 188
2015
Q3 		$73K Buy
2,164
+161
+8% +$6.02K 0.06% 170
2015
Q2 		$80K Buy
2,003
+541
+37% +$22.5K 0.06% 174
2015
Q1 		$55K Sell
1,462
-390
-21% -$15.2K 0.04% 204
2014
Q4 		$75K Hold
1,852
– – 0.05% 169
2014
Q3 		$81K Buy
1,852
+356
+24% +$16.2K 0.06% 164
2014
Q2 		$65K Sell
1,496
-522
-26% -$23.3K 0.05% 193
2014
Q1 		$88K Hold
2,018
– – 0.07% 167
2013
Q4 		$96K Buy
+2,018
New +$95.5K 0.08% 158

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

Tradewinds Capital Management's HSBC Position: Q1 2025 in Review

Tradewinds Capital Management sold out of HSBC (HSBC) in Q1 2025, closing a stake of 25 shares — an estimated $1.24K sold.

Tradewinds Capital Management first reported a position in HSBC in Q4 2013 and held it in 17 quarters. The position peaked at $96K in Q4 2013. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Tradewinds Capital Management reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 25 HSBC shares in Q1 2025, an estimated $1.24K.
  • Tradewinds Capital Management first reported a position in HSBC in Q4 2013 and held it in 17 quarters.
  • Tradewinds Capital Management's HSBC position peaked at $96K in Q4 2013.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.