TRUE Private Wealth Advisors’s HSBC HSBC Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-324	Closed	-$8K	–	444
2020 Q4	$8K	Hold	324	–	–	﹤0.01%	561
2020 Q3	$6K	Hold	324	–	–	﹤0.01%	544
2020 Q2	$7K	Hold	324	–	–	﹤0.01%	522
2020 Q1	$9K	Hold	324	–	–	﹤0.01%	464
2019 Q4	$12K	Buy	+324	New	+$12.3K	﹤0.01%	567
2019 Q3	–	Sell	-216	Closed	-$9K	–	449
2019 Q2	$9K	Buy	+216	New	+$9.05K	﹤0.01%	561
2018 Q4	–	Sell	-5,514	Closed	-$231K	–	549
2018 Q3	$231K	Buy	5,514 +595	+12%	+$25.8K	0.03%	245
2018 Q2	$220K	Buy	+4,919	New	+$226K	0.03%	249

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TRUE Private Wealth Advisors's HSBC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of HSBC (HSBC) in Q1 2021, closing a stake of 324 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in HSBC in Q2 2018 and held it in 8 quarters. The position peaked at $231K in Q3 2018. 261 funds tracked by Wall St. Rank hold HSBC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining HSBC position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 324 HSBC shares in Q1 2021, an estimated $8K.
TRUE Private Wealth Advisors first reported a position in HSBC in Q2 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's HSBC position peaked at $231K in Q3 2018.
261 funds tracked by Wall St. Rank held HSBC as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.