A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 16,107 shares of HSBC stock, worth $736,734. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,107
Previous 19,079 15.58%
Holding current value
$736,734
Previous $829,000 12.3%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$40.42 - $45.91 $120,128 - $136,444
-2,972 Reduced 15.58%
16,107 $727,000
Q2 2024

Jul 16, 2024

BUY
$39.31 - $45.4 $170,487 - $196,899
4,337 Added 29.42%
19,079 $829,000
Q1 2024

May 06, 2024

SELL
$37.13 - $41.43 $130,660 - $145,792
-3,519 Reduced 19.27%
14,742 $580,000
Q4 2023

Feb 07, 2024

BUY
$36.02 - $40.83 $51,652 - $58,550
1,434 Added 8.52%
18,261 $740,000
Q3 2023

Nov 13, 2023

BUY
$36.87 - $42.21 $620,411 - $710,267
16,827 New
16,827 $663,000

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $183B
  • Description
  • HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...
More about HSBC
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