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HSBC Holdings shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $728k 16k 45.19
2024-06-30 $830k 19k 43.50
2024-03-31 $580k 15k 39.36
2023-12-31 $740k 18k 40.54

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding HSBC Holdings

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

View all funds holding HSBC Holdings