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Verdence Capital Advisors’s HSBC HSBC Stock Holding History

Verdence Capital 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
2024
Q1 		– Sell
-23,512
Closed -$953K – 598
2023
Q4 		$953K Sell
23,512
-6,122
-21% -$237K 0.09% 226
2023
Q3 		$1.17M Buy
29,634
+1,389
+5% +$54.7K 0.13% 185
2023
Q2 		$1.12M Sell
28,245
-4,121
-13% -$154K 0.13% 179
2023
Q1 		$1.1M Buy
32,366
+8,157
+34% +$293K 0.13% 181
2022
Q4 		$754K Buy
+24,209
New +$687K 0.09% 216

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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Verdence Capital Advisors's HSBC Position: Q1 2024 in Review

Verdence Capital Advisors sold out of HSBC (HSBC) in Q1 2024, closing a stake of 23,512 shares — an estimated $953K sold.

Verdence Capital Advisors first reported a position in HSBC in Q4 2022 and held it in 5 quarters. The position peaked at $1.17M in Q3 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Verdence Capital Advisors reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Verdence Capital Advisors sold 23,512 HSBC shares in Q1 2024, an estimated $953K.
  • Verdence Capital Advisors first reported a position in HSBC in Q4 2022 and held it in 5 quarters.
  • Verdence Capital Advisors's HSBC position peaked at $1.17M in Q3 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Verdence Capital Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.