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Tyler-Stone Wealth Management’s HSBC HSBC Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-31
Closed -$1.35K – 582
2024
Q2 		$1.35K Hold
31
– – ﹤0.01% 886
2024
Q1 		$1.22K Hold
31
– – ﹤0.01% 881
2023
Q4 		$1.26K Hold
31
– – ﹤0.01% 849
2023
Q3 		$1K Hold
31
– – ﹤0.01% 856
2023
Q2 		$1K Buy
+31
New +$1.16K ﹤0.01% 846
2022
Q4 		$1K Hold
31
– – ﹤0.01% 811
2022
Q3 		$1K Hold
31
– – ﹤0.01% 802
2022
Q2 		$1K Hold
31
– – ﹤0.01% 814
2022
Q1 		$1K Hold
31
– – ﹤0.01% 788
2021
Q4 		$1K Buy
+31
New +$905 ﹤0.01% 862

Other funds holding HSBC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tyler-Stone Wealth Management's HSBC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of HSBC (HSBC) in Q3 2024, closing a stake of 31 shares — an estimated $1.35K sold.

Tyler-Stone Wealth Management first reported a position in HSBC in Q4 2021 and held it in 10 quarters. The position peaked at $1.35K in Q2 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 31 HSBC shares in Q3 2024, an estimated $1.35K.
  • Tyler-Stone Wealth Management first reported a position in HSBC in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's HSBC position peaked at $1.35K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.