Wealth Advisors of Tampa Bay’s HSBC HSBC Stock Holding History

Wealth Advisors of Tampa Bay’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	-13,485	Closed	-$527K	–	67
2019 Q4	$527K	Sell	13,485 -28,840	-68%	-$1.09M	0.49%	49
2019 Q3	$1.62M	Sell	42,325 -7,115	-14%	-$276K	1.34%	37
2019 Q2	$2.06M	Sell	49,440 -1,231	-2%	-$51.6K	1.5%	33
2019 Q1	$2.03M	Sell	50,671 -4,804	-9%	-$194K	1.47%	32
2018 Q4	$2.2M	Buy	55,475 +392	+0.7%	+$15.7K	1.79%	26
2018 Q3	$2.3M	Buy	55,083 +8,006	+17%	+$347K	1.61%	29
2018 Q2	$2.06M	Sell	47,077 -792	-2%	-$36.3K	1.57%	30
2018 Q1	$2.13M	Sell	47,869 -690	-1%	-$32.8K	1.54%	30
2017 Q4	$2.29M	Buy	+48,559	New	+$2.2M	1.57%	30

Other funds holding HSBC

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Advisors of Tampa Bay's HSBC Position: Q1 2020 in Review

Wealth Advisors of Tampa Bay sold out of HSBC (HSBC) in Q1 2020, closing a stake of 13,485 shares — an estimated $527K sold.

Wealth Advisors of Tampa Bay first reported a position in HSBC in Q4 2017 and held it in 9 quarters. The position peaked at $2.3M in Q3 2018. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Wealth Advisors of Tampa Bay reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 13,485 HSBC shares in Q1 2020, an estimated $527K.
Wealth Advisors of Tampa Bay first reported a position in HSBC in Q4 2017 and held it in 9 quarters.
Wealth Advisors of Tampa Bay's HSBC position peaked at $2.3M in Q3 2018.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2020, filed 17 Apr 2020.