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Waldron Private Wealth’s HSBC HSBC Stock Holding History

Waldron Private Wealth’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
-5,425
Closed -$236K – 499
2024
Q2 		$236K Buy
5,425
+123
+2% +$5.29K 0.01% 363
2024
Q1 		$217K Buy
5,302
+122
+2% +$4.76K 0.01% 380
2023
Q4 		$210K Buy
+5,180
New +$201K 0.01% 383

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

Waldron Private Wealth's HSBC Position: Q3 2024 in Review

Waldron Private Wealth sold out of HSBC (HSBC) in Q3 2024, closing a stake of 5,425 shares — an estimated $236K sold.

Waldron Private Wealth first reported a position in HSBC in Q4 2023 and held it in 3 quarters. The position peaked at $236K in Q2 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • Waldron Private Wealth reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 5,425 HSBC shares in Q3 2024, an estimated $236K.
  • Waldron Private Wealth first reported a position in HSBC in Q4 2023 and held it in 3 quarters.
  • Waldron Private Wealth's HSBC position peaked at $236K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Waldron Private Wealth's 13F filing for Q3 2024, filed 21 Oct 2024.