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Vermillion & White Wealth Management Group’s HSBC HSBC Stock Holding History

Vermillion & White Wealth Management Group’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
-16
Closed -$682 – 365
2024
Q2 		$682 Hold
16
– – ﹤0.01% 350
2024
Q1 		$617 Hold
16
– – ﹤0.01% 325
2023
Q4 		$636 Buy
+16
New +$619 ﹤0.01% 283

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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

Vermillion & White Wealth Management Group's HSBC Position: Q3 2024 in Review

Vermillion & White Wealth Management Group sold out of HSBC (HSBC) in Q3 2024, closing a stake of 16 shares — an estimated $682 sold.

Vermillion & White Wealth Management Group first reported a position in HSBC in Q4 2023 and held it in 3 quarters. The position peaked at $682 in Q2 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • Vermillion & White Wealth Management Group reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 16 HSBC shares in Q3 2024, an estimated $682.
  • Vermillion & White Wealth Management Group first reported a position in HSBC in Q4 2023 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's HSBC position peaked at $682 in Q2 2024.
  • 424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.