Alera Investment Advisors »

HSBC Holdings shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in HSBC Holdings by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $350k 8.0k 43.52
2019-03-31 $50k 1.2k 40.85
2018-12-31 $48k 1.2k 41.10

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
BlackRock
BlackRock
Citadel Advisors
Northern Trust
Royal Bank of Canada
American Century Companies
Cookson, Peirce & Co
Susquehanna International
Crossmark Global Holdings
Natixis Asset Management Advisors

View all funds holding HSBC Holdings