WhitTier Trust Company’s HSBC HSBC Stock Holding History

WhitTier Trust Company’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
2024 Q3	–	Sell	-110	Closed	-$4.79K	–	1357
2024 Q2	$4.79K	Hold	110	–	–	﹤0.01%	1074
2024 Q1	$4.33K	Hold	110	–	–	﹤0.01%	1052
2023 Q4	$4.46K	Hold	110	–	–	﹤0.01%	1051
2023 Q3	$4.34K	Hold	110	–	–	﹤0.01%	1001
2023 Q2	$4.36K	Hold	110	–	–	﹤0.01%	1036
2023 Q1	$3.75K	Hold	110	–	–	﹤0.01%	1043
2022 Q4	$3.43K	Hold	110	–	–	﹤0.01%	1049
2022 Q3	$3K	Hold	110	–	–	﹤0.01%	1013
2022 Q2	$4K	Hold	110	–	–	﹤0.01%	1017
2022 Q1	$4K	Hold	110	–	–	﹤0.01%	1018
2021 Q4	$3K	Hold	110	–	–	﹤0.01%	1000
2021 Q3	$3K	Hold	110	–	–	﹤0.01%	1046
2021 Q2	$3K	Hold	110	–	–	﹤0.01%	950
2021 Q1	$3K	Hold	110	–	–	﹤0.01%	941
2020 Q4	$3K	Sell	110 -152	-58%	-$3.61K	﹤0.01%	918
2020 Q3	$5K	Sell	262 -819	-76%	-$18K	﹤0.01%	879
2020 Q2	$25K	Hold	1,081	–	–	﹤0.01%	694
2020 Q1	$30K	Sell	1,081 -459	-30%	-$15.9K	﹤0.01%	640
2019 Q4	$60K	Hold	1,540	–	–	﹤0.01%	567
2019 Q3	$59K	Hold	1,540	–	–	﹤0.01%	564
2019 Q2	$64K	Sell	1,540 -443	-22%	-$18.6K	﹤0.01%	544
2019 Q1	$80K	Sell	1,983 -376	-16%	-$15.2K	0.01%	518
2018 Q4	$93K	Buy	2,359 +302	+15%	+$12.1K	0.01%	472
2018 Q3	$86K	Sell	2,057 -136	-6%	-$5.89K	0.01%	522
2018 Q2	$97K	Sell	2,193 -269	-11%	-$12.3K	0.01%	500
2018 Q1	$109K	Sell	2,462 -242	-9%	-$11.5K	0.01%	466
2017 Q4	$128K	Hold	2,704	–	–	0.01%	419
2017 Q3	$122K	Buy	2,704 +116	+4%	+$5.13K	0.01%	400
2017 Q2	$110K	Sell	2,588 -30	-1%	-$1.17K	0.01%	412
2017 Q1	$97K	Sell	2,618 -400	-13%	-$15K	0.01%	433
2016 Q4	$110K	Sell	3,018 -581	-16%	-$20.6K	0.01%	410
2016 Q3	$122K	Sell	3,599 -302	-8%	-$9.48K	0.01%	394
2016 Q2	$109K	Sell	3,901 -220	-5%	-$6.22K	0.01%	412
2016 Q1	$114K	Sell	4,121 -6,301	-60%	-$186K	0.01%	409
2015 Q4	$366K	Sell	10,422 -11,619	-53%	-$410K	0.04%	270
2015 Q3	$744K	Sell	22,041 -2,960	-12%	-$111K	0.09%	210
2015 Q2	$998K	Sell	25,001 -271	-1%	-$11.3K	0.11%	189
2015 Q1	$949K	Buy	25,272 +4,135	+20%	+$161K	0.11%	195
2014 Q4	$860K	Sell	21,137 -718	-3%	-$30.6K	0.1%	205
2014 Q3	$959K	Buy	21,855 +311	+1%	+$14.2K	0.11%	179
2014 Q2	$943K	Buy	21,544 +6,958	+48%	+$310K	0.11%	184
2014 Q1	$639K	Buy	14,586 +7,594	+109%	+$345K	0.07%	213
2013 Q4	$332K	Buy	6,992 +550	+9%	+$26K	0.04%	275
2013 Q3	$301K	Hold	6,442	–	–	0.04%	275
2013 Q2	$288K	Buy	+6,442	New	+$301K	0.04%	264

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WhitTier Trust Company's HSBC Position: Q3 2024 in Review

WhitTier Trust Company sold out of HSBC (HSBC) in Q3 2024, closing a stake of 110 shares — an estimated $4.79K sold.

WhitTier Trust Company first reported a position in HSBC in Q2 2013 and held it in 45 quarters. The position peaked at $998K in Q2 2015. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

WhitTier Trust Company reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
WhitTier Trust Company sold 110 HSBC shares in Q3 2024, an estimated $4.79K.
WhitTier Trust Company first reported a position in HSBC in Q2 2013 and held it in 45 quarters.
WhitTier Trust Company's HSBC position peaked at $998K in Q2 2015.
424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on WhitTier Trust Company's 13F filing for Q3 2024, filed 21 Oct 2024.