WealthTrust Axiom’s HSBC HSBC Stock Holding History

WealthTrust Axiom’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
2026 Q1	$336K	Hold	4,075	–	–	0.08%	186
2025 Q4	$321K	Hold	4,075	–	–	0.08%	191
2025 Q3	$289K	Hold	4,075	–	–	0.08%	195
2025 Q2	$248K	Hold	4,075	–	–	0.07%	209
2025 Q1	$234K	Hold	4,075	–	–	0.07%	217
2024 Q4	$202K	Buy	+4,075	New	+$189K	0.06%	232
2023 Q3	–	Sell	-5,705	Closed	-$226K	–	247
2023 Q2	$226K	Buy	+5,705	New	+$213K	0.08%	209
2020 Q1	–	Sell	-5,882	Closed	-$229K	–	211
2019 Q4	$229K	Hold	5,882	–	–	0.08%	182
2019 Q3	$225K	Hold	5,882	–	–	0.08%	186
2019 Q2	$245K	Sell	5,882 -70	-1%	-$2.93K	0.09%	179
2019 Q1	$238K	Sell	5,952 -149	-2%	-$6K	0.08%	180
2018 Q4	$241K	Sell	6,101 -73	-1%	-$2.92K	0.1%	162
2018 Q3	$258K	Sell	6,174 -69	-1%	-$2.99K	0.09%	178
2018 Q2	$277K	Sell	6,243 -63	-1%	-$2.89K	0.1%	173
2018 Q1	$280K	Buy	+6,306	New	+$300K	0.1%	172

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return