WFA of San Diego’s HSBC HSBC Stock Holding History

WFA of San Diego’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	$553	Hold	14	–	–	﹤0.01%	379
2023 Q2	$555	Buy	+14	New	+$523	﹤0.01%	370

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

WFA of San Diego's HSBC Position: Q3 2023 in Review

WFA of San Diego held its HSBC (HSBC) position steady in Q3 2023 at 14 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #379.

WFA of San Diego first reported a position in HSBC in Q2 2023 and has held it in 2 quarters since. The position peaked at $555 in Q2 2023. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

WFA of San Diego held 14 shares of HSBC worth $553 as of Q3 2023.
WFA of San Diego left its HSBC share count unchanged in Q3 2023.
HSBC made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2023, its #379 holding.
WFA of San Diego first reported a position in HSBC in Q2 2023 and has held it in 2 quarters since.
WFA of San Diego's HSBC position peaked at $555 in Q2 2023.
374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.