WealthTrust Asset Management’s HSBC HSBC Stock Holding History

WealthTrust Asset Management’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 Q1	–	Sell	-20,052	Closed	-$625K	–	77
2022 Q4	$625K	Buy	+20,052	New	+$569K	0.6%	38

Other funds holding HSBC

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WealthTrust Asset Management's HSBC Position: Q1 2023 in Review

WealthTrust Asset Management sold out of HSBC (HSBC) in Q1 2023, closing a stake of 20,052 shares — an estimated $625K sold.

WealthTrust Asset Management first reported a position in HSBC in Q4 2022 and held it in 1 quarter. The position peaked at $625K in Q4 2022. 337 funds tracked by Wall St. Rank hold HSBC as of Q1 2023.

WealthTrust Asset Management reported no remaining HSBC position as of Q1 2023 after selling out during the quarter.
WealthTrust Asset Management sold 20,052 HSBC shares in Q1 2023, an estimated $625K.
WealthTrust Asset Management first reported a position in HSBC in Q4 2022 and held it in 1 quarter.
WealthTrust Asset Management's HSBC position peaked at $625K in Q4 2022.
337 funds tracked by Wall St. Rank held HSBC as of Q1 2023.

Based on WealthTrust Asset Management's 13F filing for Q1 2023, filed 28 Apr 2023.