WealthStone’s HSBC HSBC Stock Holding History

WealthStone’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 Q1	$550K	Buy	18,881 +1,095	+6%	+$31.3K	0.19%	81
2020 Q4	$461K	Buy	17,786 +2,776	+18%	+$66K	0.16%	88
2020 Q3	$294K	Buy	+15,010	New	+$329K	0.13%	109
2019 Q3	–	Sell	-283	Closed	-$11.8K	–	298
2019 Q2	$11.8K	Buy	+283	New	+$11.9K	0.01%	243

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

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

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

PPA

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

Norges Bank Oslo, Norway $935B AUM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WealthStone's HSBC Position: Q1 2021 in Review

WealthStone increased its HSBC (HSBC) stake by 6.2% in Q1 2021, buying an estimated $31.3K and bringing the position to 18,881 shares worth $550K. The position accounts for 0.19% of the portfolio, ranked #81.

WealthStone first reported a position in HSBC in Q2 2019 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold HSBC as of Q1 2021.

WealthStone held 18,881 shares of HSBC worth $550K as of Q1 2021.
WealthStone bought 1,095 HSBC shares in Q1 2021, an estimated $31.3K.
HSBC made up 0.19% of WealthStone's portfolio in Q1 2021, its #81 holding.
WealthStone first reported a position in HSBC in Q2 2019 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held HSBC as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.