TL
HSBC icon

TrueWealth LLC’s HSBC HSBC Stock Holding History

TrueWealth LLC’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
Q2 		$1K Hold
30
– – ﹤0.01% 681
2020
Q1 		$1K Sell
30
-99
-77% -$3.44K ﹤0.01% 694
2019
Q4 		$5K Hold
129
– – ﹤0.01% 562
2019
Q3 		$5K Hold
129
– – ﹤0.01% 560
2019
Q2 		$5K Sell
129
-112
-46% -$4.69K ﹤0.01% 566
2019
Q1 		$10K Buy
241
+107
+80% +$4.31K ﹤0.01% 455
2018
Q4 		$5K Sell
134
-81
-38% -$3.24K ﹤0.01% 544
2018
Q3 		$9K Sell
215
-3
-1% -$130 ﹤0.01% 506
2018
Q2 		$10K Sell
218
-2
-0.9% -$92 ﹤0.01% 482
2018
Q1 		$10K Sell
220
-102
-32% -$4.85K 0.01% 453
2017
Q4 		$15K Buy
+322
New +$14.6K 0.01% 441

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's HSBC Position: Q2 2020 in Review

TrueWealth LLC held its HSBC (HSBC) position steady in Q2 2020 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

TrueWealth LLC first reported a position in HSBC in Q4 2017 and has held it in 11 quarters since. The position peaked at $15K in Q4 2017. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • TrueWealth LLC held 30 shares of HSBC worth $1K as of Q2 2020.
  • TrueWealth LLC left its HSBC share count unchanged in Q2 2020.
  • HSBC made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #681 holding.
  • TrueWealth LLC first reported a position in HSBC in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's HSBC position peaked at $15K in Q4 2017.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.