YWP
HSBC.PRA

YorkBridge Wealth Partners’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History

YorkBridge Wealth Partners’s Portfolio HSBC.PRA Stock Details HSBC.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-33
Closed -$1K – 732
2019
Q2 		$1K Hold
33
– – ﹤0.01% 743
2019
Q1 		$1K Hold
33
– – ﹤0.01% 743
2018
Q4 		$1K Hold
33
– – ﹤0.01% 732
2018
Q3 		$1K Hold
33
– – ﹤0.01% 744
2018
Q2 		$1K Hold
33
– – ﹤0.01% 838
2018
Q1 		$1K Hold
33
– – ﹤0.01% 832
2017
Q4 		$1K Hold
33
– – ﹤0.01% 857
2017
Q3 		$1K Hold
33
– – ﹤0.01% 870
2017
Q2 		$1K Hold
33
– – ﹤0.01% 863
2017
Q1 		$1K Sell
33
-85
-72% -$2.18K ﹤0.01% 852
2016
Q4 		$3K Buy
+118
New +$3K ﹤0.01% 734

Other funds holding HSBC.PRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's HSBC.PRA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) in Q3 2019, closing a stake of 33 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in HSBC.PRA in Q4 2016 and held it in 11 quarters. The position peaked at $3K in Q4 2016. 109 funds tracked by Wall St. Rank hold HSBC.PRA as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 33 HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) shares in Q3 2019, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) position peaked at $3K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.