Wealth Quarterback’s HSBC HSBC Stock Holding History

Wealth Quarterback’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 Q2	–	Sell	-34	Closed	-$958	–	394
2020 Q1	$958	Sell	34 -5,370	-99%	-$187K	﹤0.01%	829
2019 Q4	$13.7K	Buy	+5,404	New	+$205K	0.01%	455

Other funds holding HSBC

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

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

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

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

Wealth Quarterback's HSBC Position: Q2 2020 in Review

Wealth Quarterback sold out of HSBC (HSBC) in Q2 2020, closing a stake of 34 shares — an estimated $958 sold.

Wealth Quarterback first reported a position in HSBC in Q4 2019 and held it in 2 quarters. The position peaked at $13.7K in Q4 2019. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

Wealth Quarterback reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
Wealth Quarterback sold 34 HSBC shares in Q2 2020, an estimated $958.
Wealth Quarterback first reported a position in HSBC in Q4 2019 and held it in 2 quarters.
Wealth Quarterback's HSBC position peaked at $13.7K in Q4 2019.
273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.