A detailed history of Alera Investment Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 6,194 shares of HSBC stock, worth $305,054. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,194
Previous 8,045 23.01%
Holding current value
$305,054
Previous $349,000 20.06%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$40.42 - $45.91 $74,817 - $84,979
-1,851 Reduced 23.01%
6,194 $279,000
Q2 2024

Aug 13, 2024

BUY
$39.31 - $45.4 $316,248 - $365,243
8,045 New
8,045 $349,000
Q2 2019

Aug 07, 2019

SELL
$40.64 - $44.7 $49,743 - $54,712
-1,224 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$40.42 - $42.8 $2,263 - $2,396
56 Added 4.79%
1,224 $50,000
Q4 2018

Feb 14, 2019

BUY
$38.57 - $44.2 $45,049 - $51,625
1,168 New
1,168 $48,000

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $197B
  • Description
  • HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...
More about HSBC
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