WealthPLAN Partners’s HSBC HSBC Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-392	Closed	-$15.5K	–	661
2023 Q2	$15.5K	Hold	392	–	–	﹤0.01%	723
2023 Q1	$13.4K	Buy	+392	New	+$14.1K	﹤0.01%	794

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthPLAN Partners's HSBC Position: Q3 2023 in Review

WealthPLAN Partners sold out of HSBC (HSBC) in Q3 2023, closing a stake of 392 shares — an estimated $15.5K sold.

WealthPLAN Partners first reported a position in HSBC in Q1 2023 and held it in 2 quarters. The position peaked at $15.5K in Q2 2023. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

WealthPLAN Partners reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 392 HSBC shares in Q3 2023, an estimated $15.5K.
WealthPLAN Partners first reported a position in HSBC in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's HSBC position peaked at $15.5K in Q2 2023.
375 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.