HSBC Holdings shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 60k | 39.36 |
| 2023-12-31 | $2.5M | 62k | 40.54 |
| 2023-09-30 | $2.3M | 59k | 39.46 |
| 2023-06-30 | $2.5M | 63k | 39.62 |
| 2023-03-31 | $1.8M | 52k | 34.13 |
| 2022-12-31 | $1.6M | 51k | 31.16 |
| 2022-09-30 | $1.3M | 50k | 26.08 |
| 2022-06-30 | $2.0M | 60k | 32.66 |
| 2022-03-31 | $1.7M | 51k | 34.21 |
| 2021-12-31 | $1.5M | 49k | 30.14 |
| 2021-09-30 | $1.1M | 42k | 26.16 |
| 2021-06-30 | $1.3M | 44k | 28.86 |
| 2021-03-31 | $1.2M | 41k | 29.16 |
| 2020-12-31 | $1.0M | 40k | 25.91 |
| 2020-09-30 | $657k | 34k | 19.58 |
| 2020-06-30 | $713k | 31k | 23.07 |
| 2020-03-31 | $1.2M | 44k | 28.00 |
| 2019-12-31 | $2.1M | 53k | 39.15 |
| 2019-09-30 | $1.8M | 49k | 37.99 |
| 2019-06-30 | $2.8M | 67k | 41.48 |
| 2019-03-31 | $2.6M | 65k | 40.74 |
| 2018-12-31 | $2.7M | 65k | 41.10 |
| 2018-09-30 | $2.4M | 55k | 44.30 |
| 2018-06-30 | $2.6M | 56k | 47.14 |
| 2018-03-31 | $2.6M | 54k | 47.68 |
| 2017-12-31 | $2.8M | 54k | 51.42 |
| 2017-09-30 | $2.7M | 54k | 49.36 |
| 2017-06-30 | $2.5M | 54k | 46.39 |
| 2017-03-31 | $1.9M | 48k | 40.85 |
| 2016-12-31 | $1.7M | 43k | 40.00 |
| 2016-09-30 | $1.5M | 40k | 37.45 |
| 2016-06-30 | $855k | 27k | 31.49 |
| 2016-03-31 | $626k | 20k | 31.11 |
| 2015-12-31 | $1.4M | 36k | 39.47 |
| 2015-09-30 | $957k | 25k | 37.98 |
| 2015-06-30 | $1.4M | 30k | 44.99 |
| 2015-03-31 | $880k | 21k | 42.67 |
| 2014-12-31 | $904k | 19k | 47.11 |
| 2014-09-30 | $1.4M | 27k | 50.51 |
| 2014-06-30 | $1.2M | 25k | 50.51 |
| 2014-03-31 | $1.2M | 24k | 50.51 |
| 2013-12-31 | $1.4M | 26k | 54.77 |
| 2013-09-30 | $1.5M | 27k | 54.26 |
| 2013-06-30 | $1.3M | 24k | 51.94 |
| 2013-03-31 | $1.1M | 21k | 53.35 |
| 2012-12-31 | $1.1M | 20k | 53.35 |
| 2012-09-30 | $614k | 13k | 46.46 |
| 2012-06-30 | $449k | 10k | 44.16 |
| 2012-03-31 | $327k | 7.4k | 44.42 |
| 2011-12-31 | $240k | 6.3k | 38.14 |
| 2011-09-30 | $267k | 7.0k | 38.05 |
| 2011-06-30 | $351k | 7.1k | 49.61 |
| 2011-03-31 | $536k | 10k | 51.82 |