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Voya Financial Advisors’s HSBC HSBC Stock Holding History

Voya Financial 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
2020
Q1 		– Sell
-11,649
Closed -$454K – 602
2019
Q4 		$454K Buy
11,649
+2,117
+22% +$80.3K 0.02% 417
2019
Q3 		$364K Sell
9,532
-6,379
-40% -$247K 0.02% 445
2019
Q2 		$659K Buy
15,911
+935
+6% +$39.2K 0.04% 325
2019
Q1 		$600K Buy
14,976
+756
+5% +$30.5K 0.03% 328
2018
Q4 		$563K Buy
14,220
+1,107
+8% +$44.3K 0.04% 298
2018
Q3 		$561K Buy
13,113
+449
+4% +$19.5K 0.03% 333
2018
Q2 		$560K Buy
12,664
+296
+2% +$13.6K 0.04% 297
2018
Q1 		$551K Sell
12,368
-832
-6% -$39.6K 0.04% 302
2017
Q4 		$621K Buy
13,200
+1,022
+8% +$46.2K 0.04% 295
2017
Q3 		$548K Buy
12,178
+3,069
+34% +$136K 0.04% 300
2017
Q2 		$387K Buy
+9,109
New +$354K 0.03% 343

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Voya Financial Advisors's HSBC Position: Q1 2020 in Review

Voya Financial Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 11,649 shares — an estimated $454K sold.

Voya Financial Advisors first reported a position in HSBC in Q2 2017 and held it in 11 quarters. The position peaked at $659K in Q2 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Voya Financial Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 11,649 HSBC shares in Q1 2020, an estimated $454K.
  • Voya Financial Advisors first reported a position in HSBC in Q2 2017 and held it in 11 quarters.
  • Voya Financial Advisors's HSBC position peaked at $659K in Q2 2019.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.