Traynor Capital Management’s HSBC HSBC Stock Holding History

Traynor 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
2020 Q1	–	Sell	-5,469	Closed	-$213K	–	159
2019 Q4	$213K	Sell	5,469 -562	-9%	-$21.3K	0.06%	149
2019 Q3	$230K	Sell	6,031 -1,266	-17%	-$49.1K	0.07%	137
2019 Q2	$305K	Sell	7,297 -692	-9%	-$29K	0.1%	127
2019 Q1	$320K	Sell	7,989 -1,589	-17%	-$64K	0.11%	115
2018 Q4	$379K	Buy	9,578 +437	+5%	+$17.5K	0.16%	92
2018 Q3	$383K	Buy	9,141 +110	+1%	+$4.77K	0.12%	108
2018 Q2	$397K	Buy	9,031 +106	+1%	+$4.86K	0.14%	103
2018 Q1	$396K	Buy	8,925 +525	+6%	+$25K	0.16%	96
2017 Q4	$396K	Buy	8,400 +206	+3%	+$9.31K	0.17%	101
2017 Q3	$368K	Buy	8,194 +613	+8%	+$27.1K	0.18%	106
2017 Q2	$334K	Buy	+7,581	New	+$294K	0.16%	112

Other funds holding HSBC

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Traynor Capital Management's HSBC Position: Q1 2020 in Review

Traynor Capital Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 5,469 shares — an estimated $213K sold.

Traynor Capital Management first reported a position in HSBC in Q2 2017 and held it in 11 quarters. The position peaked at $397K in Q2 2018. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Traynor Capital Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Traynor Capital Management sold 5,469 HSBC shares in Q1 2020, an estimated $213K.
Traynor Capital Management first reported a position in HSBC in Q2 2017 and held it in 11 quarters.
Traynor Capital Management's HSBC position peaked at $397K in Q2 2018.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Traynor Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.