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Wealthspire Advisors (Maryland)’s HSBC HSBC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,898
Closed -$116K – 1140
2019
Q1 		$116K Sell
2,898
-609
-17% -$24.5K 0.01% 585
2018
Q4 		$139K Buy
3,507
+999
+40% +$40K 0.01% 507
2018
Q3 		$105K Sell
2,508
-40
-2% -$1.73K 0.01% 668
2018
Q2 		$113K Sell
2,548
-26
-1% -$1.19K 0.01% 657
2018
Q1 		$114K Sell
2,574
-219
-8% -$10.4K 0.01% 659
2017
Q4 		$132K Buy
2,793
+190
+7% +$8.59K 0.01% 615
2017
Q3 		$117K Buy
2,603
+187
+8% +$8.27K 0.01% 647
2017
Q2 		$102K Buy
2,416
+308
+15% +$12K 0.01% 691
2017
Q1 		$78K Buy
2,108
+924
+78% +$34.7K 0.01% 671
2016
Q4 		$43K Sell
1,184
-70
-6% -$2.48K 0.01% 814
2016
Q3 		$42K Buy
1,254
+405
+48% +$12.7K 0.01% 825
2016
Q2 		$24K Sell
849
-2,193
-72% -$62K ﹤0.01% 938
2016
Q1 		$84K Buy
3,042
+337
+12% +$9.96K 0.01% 566
2015
Q4 		$95K Buy
+2,705
New +$95.5K 0.02% 538

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HSBC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of HSBC (HSBC) in Q2 2019, closing a stake of 2,898 shares — an estimated $116K sold.

Wealthspire Advisors (Maryland) first reported a position in HSBC in Q4 2015 and held it in 14 quarters. The position peaked at $139K in Q4 2018. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,898 HSBC shares in Q2 2019, an estimated $116K.
  • Wealthspire Advisors (Maryland) first reported a position in HSBC in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s HSBC position peaked at $139K in Q4 2018.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.