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WrapManager Inc’s HSBC HSBC Stock Holding History

WrapManager Inc’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
2025
Q3 		– Sell
-3,803
Closed -$231K – 180
2025
Q2 		$231K Buy
+3,803
New +$216K 0.06% 182
2022
Q3 		– Sell
-8,137
Closed -$266K – 275
2022
Q2 		$266K Buy
+8,137
New +$264K 0.08% 232
2020
Q1 		– Sell
-6,565
Closed -$257K – 237
2019
Q4 		$257K Sell
6,565
-674
-9% -$25.6K 0.08% 238
2019
Q3 		$277K Sell
7,239
-476
-6% -$18.4K 0.09% 224
2019
Q2 		$322K Sell
7,715
-427
-5% -$17.9K 0.1% 213
2019
Q1 		$327K Sell
8,142
-73
-0.9% -$2.94K 0.11% 208
2018
Q4 		$326K Sell
8,215
-552
-6% -$22.1K 0.12% 182
2018
Q3 		$367K Buy
8,767
+52
+0.6% +$2.25K 0.12% 196
2018
Q2 		$387K Sell
8,715
-274
-3% -$12.6K 0.13% 185
2018
Q1 		$400K Sell
8,989
-149
-2% -$7.09K 0.13% 168
2017
Q4 		$431K Sell
9,138
-139
-1% -$6.29K 0.14% 155
2017
Q3 		$419K Buy
9,277
+78
+0.8% +$3.45K 0.14% 150
2017
Q2 		$390K Sell
9,199
-3,924
-30% -$152K 0.14% 152
2017
Q1 		$484K Sell
13,123
-55
-0.4% -$2.07K 0.18% 117
2016
Q4 		$478K Buy
13,178
+2,416
+22% +$85.6K 0.18% 118
2016
Q3 		$366K Sell
10,762
-58
-0.5% -$1.82K 0.14% 135
2016
Q2 		$302K Buy
10,820
+511
+5% +$14.4K 0.12% 147
2016
Q1 		$286K Buy
+10,309
New +$305K 0.13% 131

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WrapManager Inc's HSBC Position: Q3 2025 in Review

WrapManager Inc sold out of HSBC (HSBC) in Q3 2025, closing a stake of 3,803 shares — an estimated $231K sold.

WrapManager Inc first reported a position in HSBC in Q1 2016 and held it in 18 quarters. The position peaked at $484K in Q1 2017. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • WrapManager Inc reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 3,803 HSBC shares in Q3 2025, an estimated $231K.
  • WrapManager Inc first reported a position in HSBC in Q1 2016 and held it in 18 quarters.
  • WrapManager Inc's HSBC position peaked at $484K in Q1 2017.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.