VAG
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VisionPoint Advisory Group’s HSBC HSBC Stock Holding History

VisionPoint Advisory 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
2019
Q3 		– Sell
-6,267
Closed -$262K – 136
2019
Q2 		$262K Buy
6,267
+313
+5% +$13.1K 0.08% 107
2019
Q1 		$239K Buy
+5,954
New +$240K 0.07% 114

Other funds holding HSBC

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

VisionPoint Advisory Group's HSBC Position: Q3 2019 in Review

VisionPoint Advisory Group sold out of HSBC (HSBC) in Q3 2019, closing a stake of 6,267 shares — an estimated $262K sold.

VisionPoint Advisory Group first reported a position in HSBC in Q1 2019 and held it in 2 quarters. The position peaked at $262K in Q2 2019. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • VisionPoint Advisory Group reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • VisionPoint Advisory Group sold 6,267 HSBC shares in Q3 2019, an estimated $262K.
  • VisionPoint Advisory Group first reported a position in HSBC in Q1 2019 and held it in 2 quarters.
  • VisionPoint Advisory Group's HSBC position peaked at $262K in Q2 2019.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on VisionPoint Advisory Group's 13F filing for Q3 2019, filed 14 Nov 2019.