1WA
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180 Wealth Advisors’s HDFC Bank HDB Stock Holding History

180 Wealth Advisors’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,362
Closed -$212K – 413
2023
Q4 		$212K Sell
6,362
-1,274
-17% -$38.4K 0.04% 345
2023
Q3 		$225K Buy
7,636
+866
+13% +$28.2K 0.05% 309
2023
Q2 		$240K Buy
6,770
+30
+0.4% +$1.01K 0.05% 296
2023
Q1 		$225K Sell
6,740
-52
-0.8% -$1.74K 0.05% 315
2022
Q4 		$231K Sell
6,792
-2,374
-26% -$77.1K 0.05% 313
2022
Q3 		$268K Sell
9,166
-3,202
-26% -$98.4K 0.07% 266
2022
Q2 		$343K Buy
12,368
+550
+5% +$15.5K 0.09% 226
2022
Q1 		$322K Sell
11,818
-604
-5% -$19.6K 0.07% 263
2021
Q4 		$428K Buy
12,422
+426
+4% +$14.9K 0.1% 203
2021
Q3 		$454K Sell
11,996
-132
-1% -$4.89K 0.1% 201
2021
Q2 		$457K Buy
12,128
+3,836
+46% +$140K 0.1% 192
2021
Q1 		$317K Buy
8,292
+92
+1% +$3.61K 0.08% 239
2020
Q4 		$307K Sell
8,200
-172
-2% -$5.49K 0.09% 216
2020
Q3 		$247K Buy
+8,372
New +$203K 0.09% 212
2020
Q1 		– Sell
-7,188
Closed -$224K – 241
2019
Q4 		$224K Buy
+7,188
New +$219K 0.09% 237

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

180 Wealth Advisors's HDB Position: Q1 2024 in Review

180 Wealth Advisors sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 6,362 shares — an estimated $212K sold.

180 Wealth Advisors first reported a position in HDB in Q4 2019 and held it in 15 quarters. The position peaked at $457K in Q2 2021. 568 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • 180 Wealth Advisors reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 6,362 HDFC Bank shares in Q1 2024, an estimated $212K.
  • 180 Wealth Advisors first reported a position in HDFC Bank in Q4 2019 and held it in 15 quarters.
  • 180 Wealth Advisors's HDFC Bank position peaked at $457K in Q2 2021.
  • 568 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on 180 Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.