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HSBC Holdings shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $265k 6.7k 39.36
2023-12-31 $255k 6.3k 40.54
2018-09-30 $40k 920 43.53

More positions owned by Measured Wealth Private Client Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Measured Wealth Private Client Group

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