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Wintrust Investments’s HSBC HSBC Stock Holding History

Wintrust Investments’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
Q4 		$171K Sell
3,465
-44
-1% -$2.04K 0.15% 114
2024
Q3 		$158K Sell
3,509
-31,613
-90% -$1.37M 0.12% 153
2024
Q2 		$1.53M Sell
35,122
-248
-0.7% -$10.7K 0.12% 144
2024
Q1 		$1.39M Sell
35,370
-40
-0.1% -$1.56K 0.12% 154
2023
Q4 		$1.44M Buy
35,410
+2,410
+7% +$93.3K 0.14% 144
2023
Q3 		$1.3M Buy
33,000
+7,225
+28% +$285K 0.14% 145
2023
Q2 		$1.02M Buy
+25,775
New +$962K 0.1% 169

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wintrust Investments's HSBC Position: Q4 2024 in Review

Wintrust Investments reduced its HSBC (HSBC) stake by 1.3% in Q4 2024, selling an estimated $2.04K and leaving 3,465 shares worth $171K. The position accounts for 0.15% of the portfolio, ranked #114.

Wintrust Investments first reported a position in HSBC in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2024. 466 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

  • Wintrust Investments held 3,465 shares of HSBC worth $171K as of Q4 2024.
  • Wintrust Investments sold 44 HSBC shares in Q4 2024, an estimated $2.04K.
  • HSBC made up 0.15% of Wintrust Investments's portfolio in Q4 2024, its #114 holding.
  • Wintrust Investments first reported a position in HSBC in Q2 2023 and has held it in 7 quarters since.
  • Wintrust Investments's HSBC position peaked at $1.53M in Q2 2024.
  • 466 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.