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HSBC Holdings shares owned by Waldron

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in HSBC Holdings

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All positions including HSBC Holdings held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $209k 5.2k 40.35

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Goldman Sachs Group
Bank of America Corporation
Lazard Asset Management
Citadel Advisors
Walleye Trading
Citigroup
Royal Bank of Canada
Nomura Holdings
Walleye Trading Advisors
Jane Street
Wells Fargo & Company
Cookson, Peirce & Co
Millennium Management
Raymond James & Associates

View all funds holding HSBC Holdings