Washington Trust’s HSBC HSBC Stock Holding History

Washington Trust’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
2023 Q4	–	Sell	-262	Closed	-$10.3K	–	886
2023 Q3	$10.3K	Buy	262 +5	+2%	+$197	﹤0.01%	620
2023 Q2	$10.2K	Sell	257 -4	-2%	-$149	﹤0.01%	640
2023 Q1	$8.91K	Buy	261 +88	+51%	+$3.16K	﹤0.01%	668
2022 Q4	$5.39K	Buy	+173	New	+$4.91K	﹤0.01%	705
2018 Q3	–	Sell	-117	Closed	-$5K	–	493
2018 Q2	$5K	Buy	+117	New	+$5.37K	﹤0.01%	749

Other funds holding HSBC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Washington Trust's HSBC Position: Q4 2023 in Review

Washington Trust sold out of HSBC (HSBC) in Q4 2023, closing a stake of 262 shares — an estimated $10.3K sold.

Washington Trust first reported a position in HSBC in Q2 2018 and held it in 5 quarters. The position peaked at $10.3K in Q3 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

Washington Trust reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 262 HSBC shares in Q4 2023, an estimated $10.3K.
Washington Trust first reported a position in HSBC in Q2 2018 and held it in 5 quarters.
Washington Trust's HSBC position peaked at $10.3K in Q3 2023.
411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.