HSBC Holdings shares owned by Creative Planning
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 222k | 45.19 |
| 2024-06-30 | $8.8M | 203k | 43.50 |
| 2024-03-31 | $6.5M | 166k | 39.36 |
| 2023-12-31 | $6.3M | 156k | 40.54 |
| 2023-09-30 | $5.3M | 134k | 39.46 |
| 2023-06-30 | $5.5M | 138k | 39.62 |
| 2023-03-31 | $3.3M | 96k | 34.13 |
| 2022-12-31 | $2.9M | 92k | 31.16 |
| 2022-09-30 | $2.2M | 86k | 26.07 |
| 2022-06-30 | $2.7M | 84k | 32.67 |
| 2022-03-31 | $2.9M | 84k | 34.23 |
| 2021-12-31 | $1.4M | 48k | 30.15 |
| 2021-09-30 | $2.3M | 87k | 26.15 |
| 2021-06-30 | $1.6M | 56k | 28.84 |
| 2021-03-31 | $1.3M | 45k | 29.15 |
| 2020-12-31 | $969k | 37k | 25.91 |
| 2020-09-30 | $696k | 36k | 19.59 |
| 2020-06-30 | $739k | 32k | 23.33 |
| 2020-03-31 | $945k | 34k | 28.02 |
| 2019-12-31 | $1.2M | 32k | 39.10 |
| 2019-09-30 | $1.2M | 32k | 38.27 |
| 2019-06-30 | $1.6M | 38k | 41.74 |
| 2019-03-31 | $1.4M | 34k | 40.59 |
| 2018-12-31 | $1.3M | 31k | 41.11 |
| 2018-09-30 | $958k | 22k | 43.97 |
| 2018-06-30 | $937k | 20k | 47.14 |
| 2018-03-31 | $790k | 17k | 47.68 |
| 2017-12-31 | $861k | 17k | 51.64 |
| 2017-09-30 | $836k | 17k | 49.42 |
| 2017-06-30 | $883k | 19k | 46.40 |
| 2017-03-31 | $652k | 16k | 40.84 |
| 2016-12-31 | $845k | 21k | 40.18 |
| 2016-09-30 | $587k | 16k | 37.59 |
| 2016-06-30 | $736k | 24k | 31.31 |
| 2016-03-31 | $398k | 13k | 31.13 |
| 2015-12-31 | $372k | 9.4k | 39.48 |
| 2015-09-30 | $412k | 11k | 37.87 |
| 2015-06-30 | $517k | 12k | 44.78 |
| 2015-03-31 | $538k | 13k | 42.58 |
| 2014-12-31 | $736k | 16k | 47.20 |
| 2014-09-30 | $606k | 12k | 50.86 |
| 2014-06-30 | $492k | 9.7k | 50.82 |
| 2014-03-31 | $489k | 9.6k | 50.82 |
| 2013-12-31 | $684k | 12k | 55.15 |
| 2013-09-30 | $644k | 12k | 54.26 |
| 2013-06-30 | $323k | 6.2k | 51.95 |
| 2012-12-31 | $222k | 4.2k | 53.06 |
| 2012-09-30 | $121k | 2.6k | 46.48 |
| 2012-06-30 | $39k | 881 | 44.27 |
| 2011-12-31 | $22k | 578 | 38.06 |