Wealthcare Advisory Partners’s HSBC HSBC Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,000	Closed	-$58K	–	1130
2021 Q1	$58K	Buy	+2,000	New	+$57.2K	﹤0.01%	833
2020 Q2	–	Sell	-2,003	Closed	-$56K	–	793
2020 Q1	$56K	Hold	2,003	–	–	0.01%	489
2019 Q4	$78K	Hold	2,003	–	–	0.01%	448
2019 Q3	$77K	Buy	2,003 +1,930	+2,644%	+$74.8K	0.01%	448
2019 Q2	$3K	Sell	73 -1	-1%	-$42	﹤0.01%	1145
2019 Q1	$3K	Sell	74 -2	-3%	-$81	﹤0.01%	1048
2018 Q4	$3K	Sell	76 -150	-66%	-$6K	﹤0.01%	1027
2018 Q3	$9K	Sell	226 -2	-0.9%	-$87	﹤0.01%	868
2018 Q2	$10K	Sell	228 -25	-10%	-$1.15K	﹤0.01%	832
2018 Q1	$11K	Sell	253 -5	-2%	-$238	﹤0.01%	709
2017 Q4	$12K	Buy	258 +155	+150%	+$7.01K	﹤0.01%	631
2017 Q3	$5K	Buy	+103	New	+$4.56K	﹤0.01%	642

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealthcare Advisory Partners's HSBC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of HSBC (HSBC) in Q2 2021, closing a stake of 2,000 shares — an estimated $58K sold.

Wealthcare Advisory Partners first reported a position in HSBC in Q3 2017 and held it in 12 quarters. The position peaked at $78K in Q4 2019. 260 funds tracked by Wall St. Rank hold HSBC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining HSBC position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,000 HSBC shares in Q2 2021, an estimated $58K.
Wealthcare Advisory Partners first reported a position in HSBC in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's HSBC position peaked at $78K in Q4 2019.
260 funds tracked by Wall St. Rank held HSBC as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.