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WNY Asset Management’s HSBC HSBC Stock Holding History

WNY Asset Management’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
Q2 		– Sell
-5,540
Closed -$218K – 243
2024
Q1 		$218K Hold
5,540
– – 0.03% 219
2023
Q4 		$225K Sell
5,540
-100
-2% -$3.87K 0.04% 203
2023
Q3 		$223K Sell
5,640
-2,010
-26% -$79.2K 0.04% 191
2023
Q2 		$303K Sell
7,650
-100
-1% -$3.73K 0.06% 158
2023
Q1 		$265K Hold
7,750
– – 0.06% 162
2022
Q4 		$241K Hold
7,750
– – 0.07% 167
2022
Q3 		$201K Hold
7,750
– – 0.07% 154
2022
Q2 		$252K Hold
7,750
– – 0.09% 135
2022
Q1 		$264K Sell
7,750
-900
-10% -$31K 0.08% 136
2021
Q4 		$262K Sell
8,650
-1,350
-14% -$39.4K 0.08% 134
2021
Q3 		$260K Buy
10,000
+2,200
+28% +$59.9K 0.09% 132
2021
Q2 		$225K Buy
7,800
+250
+3% +$7.63K 0.08% 138
2021
Q1 		$220K Buy
+7,550
New +$216K 0.09% 124

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

WNY Asset Management's HSBC Position: Q2 2024 in Review

WNY Asset Management sold out of HSBC (HSBC) in Q2 2024, closing a stake of 5,540 shares — an estimated $218K sold.

WNY Asset Management first reported a position in HSBC in Q1 2021 and held it in 13 quarters. The position peaked at $303K in Q2 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

  • WNY Asset Management reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
  • WNY Asset Management sold 5,540 HSBC shares in Q2 2024, an estimated $218K.
  • WNY Asset Management first reported a position in HSBC in Q1 2021 and held it in 13 quarters.
  • WNY Asset Management's HSBC position peaked at $303K in Q2 2023.
  • 418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on WNY Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.