WAM
HSBC icon

World Asset Management’s HSBC HSBC Stock Holding History

World 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
2020
Q2 		– Sell
-38,563
Closed -$1.08M – 828
2020
Q1 		$1.08M Hold
38,563
– – 0.1% 208
2019
Q4 		$1.51M Sell
38,563
-10,219
-21% -$388K 0.07% 287
2019
Q3 		$1.87M Sell
48,782
-9,602
-16% -$372K 0.09% 228
2019
Q2 		$2.44M Sell
58,384
-2,741
-4% -$115K 0.12% 176
2019
Q1 		$2.45M Sell
61,125
-1,528
-2% -$61.6K 0.12% 168
2018
Q4 		$2.48M Sell
62,653
-43,848
-41% -$1.76M 0.15% 137
2018
Q3 		$4.46M Sell
106,501
-20,864
-16% -$904K 0.21% 90
2018
Q2 		$5.66M Sell
127,365
-43,297
-25% -$1.99M 0.27% 68
2018
Q1 		$7.59M Sell
170,662
-77,485
-31% -$3.69M 0.36% 46
2017
Q4 		$11.7M Sell
248,147
-9,732
-4% -$440K 0.39% 45
2017
Q3 		$11.6M Sell
257,879
-596
-0.2% -$26.4K 0.39% 45
2017
Q2 		$11M Sell
258,475
-15,439
-6% -$599K 0.38% 45
2017
Q1 		$10.1M Buy
273,914
+4,446
+2% +$167K 0.33% 51
2016
Q4 		$9.78M Sell
269,468
-24,214
-8% -$858K 0.37% 45
2016
Q3 		$9.98M Buy
293,682
+19,507
+7% +$612K 0.35% 50
2016
Q2 		$7.65M Buy
274,175
+21,648
+9% +$612K 0.29% 59
2016
Q1 		$7M Buy
252,527
+19,968
+9% +$590K 0.28% 64
2015
Q4 		$8.18M Buy
232,559
+5,372
+2% +$190K 0.31% 62
2015
Q3 		$7.67M Buy
227,187
+18,648
+9% +$697K 0.32% 61
2015
Q2 		$8.33M Sell
208,539
-12,720
-6% -$530K 0.33% 62
2015
Q1 		$8.31M Sell
221,259
-5,631
-2% -$219K 0.29% 66
2014
Q4 		$9.23M Sell
226,890
-1,678
-0.7% -$71.6K 0.32% 60
2014
Q3 		$10M Sell
228,568
-12,454
-5% -$567K 0.3% 61
2014
Q2 		$10.6M Sell
241,022
-4,757
-2% -$212K 0.32% 53
2014
Q1 		$10.8M Sell
245,779
-57,678
-19% -$2.62M 0.34% 50
2013
Q4 		$14.4M Sell
303,457
-86,919
-22% -$4.12M 0.4% 39
2013
Q3 		$18.3M Sell
390,376
-71,063
-15% -$3.37M 0.46% 35
2013
Q2 		$20.6M Buy
+461,439
New +$21.6M 0.48% 33

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Asset Management's HSBC Position: Q2 2020 in Review

World Asset Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 38,563 shares — an estimated $1.08M sold.

World Asset Management first reported a position in HSBC in Q2 2013 and held it in 28 quarters. The position peaked at $20.6M in Q2 2013. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • World Asset Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • World Asset Management sold 38,563 HSBC shares in Q2 2020, an estimated $1.08M.
  • World Asset Management first reported a position in HSBC in Q2 2013 and held it in 28 quarters.
  • World Asset Management's HSBC position peaked at $20.6M in Q2 2013.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on World Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.