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HSBC Holdings shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $505k 13k 39.36
2023-12-31 $512k 13k 40.54
2023-09-30 $493k 13k 39.46
2023-06-30 $488k 12k 39.62
2023-03-31 $418k 12k 34.13
2022-12-31 $461k 15k 31.16
2022-09-30 $403k 15k 26.09

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Apple (AAPL)
Accenture Plc Ireland Shs Class A (ACN)
Linde SHS (LIN)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Eli Lilly & Co. (LLY)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Toyota Motor Corp Ads (TM)

View all positions for Legacy Wealth Asset Management

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
Lazard Asset Management
BlackRock
Northern Trust
Groupama Asset Managment
Citigroup
Citadel Advisors
Grantham, Mayo, Van Otterloo & Co
Walleye Trading
Royal Bank of Canada
American Century Companies

View all funds holding HSBC Holdings