Wipfli Financial Advisors’s HSBC HSBC Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$197K	Buy	+7,549	New	+$235K	0.01%	459

Other funds holding HSBC

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

Jane Street New York $777B AUM 61.18% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Wipfli Financial Advisors's HSBC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HSBC (HSBC) in Q3 2022: 7,549 shares worth $197K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings.

287 funds tracked by Wall St. Rank hold HSBC as of Q3 2022.

Wipfli Financial Advisors held 7,549 shares of HSBC worth $197K as of Q3 2022.
HSBC was a new Wipfli Financial Advisors position in Q3 2022.
HSBC made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #459 holding.
287 funds tracked by Wall St. Rank held HSBC as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.