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HSBC Holdings shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $27k 671 39.46
2023-03-31 $23k 671 34.13

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Susquehanna International
American Century Companies
Citadel Advisors
Contrarian Capital Management
Royal Bank of Canada
ClearBridge Advisors
UBS Group
Cookson, Peirce & Co

View all funds holding HSBC Holdings