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YorkBridge Wealth Partners’s HSBC HSBC Stock Holding History

YorkBridge Wealth Partners’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
-10,929
Closed -$306K – 173
2020
Q1 		$306K Buy
10,929
+203
+2% +$7.05K 0.19% 116
2019
Q4 		$419K Buy
10,726
+4,054
+61% +$154K 0.19% 116
2019
Q3 		$255K Sell
6,672
-89
-1% -$3.45K 0.13% 148
2019
Q2 		$282K Sell
6,761
-107
-2% -$4.48K 0.13% 146
2019
Q1 		$275K Buy
6,868
+161
+2% +$6.49K 0.13% 141
2018
Q4 		$266K Sell
6,707
-409
-6% -$16.4K 0.14% 133
2018
Q3 		$299K Sell
7,116
-79
-1% -$3.42K 0.14% 136
2018
Q2 		$320K Buy
7,195
+949
+15% +$43.5K 0.14% 139
2018
Q1 		$286K Buy
6,246
+400
+7% +$19K 0.13% 147
2017
Q4 		$276K Buy
5,846
+690
+13% +$31.2K 0.13% 148
2017
Q3 		$233K Buy
5,156
+2
+0% +$88 0.12% 157
2017
Q2 		$222K Buy
5,154
+195
+4% +$7.57K 0.12% 162
2017
Q1 		$186K Buy
4,959
+2,236
+82% +$84K 0.1% 175
2016
Q4 		$98K Buy
+2,723
New +$96.5K 0.06% 245

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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

YorkBridge Wealth Partners's HSBC Position: Q2 2020 in Review

YorkBridge Wealth Partners sold out of HSBC (HSBC) in Q2 2020, closing a stake of 10,929 shares — an estimated $306K sold.

YorkBridge Wealth Partners first reported a position in HSBC in Q4 2016 and held it in 14 quarters. The position peaked at $419K in Q4 2019. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • YorkBridge Wealth Partners reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 10,929 HSBC shares in Q2 2020, an estimated $306K.
  • YorkBridge Wealth Partners first reported a position in HSBC in Q4 2016 and held it in 14 quarters.
  • YorkBridge Wealth Partners's HSBC position peaked at $419K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2020, filed 20 Jul 2020.