AWAU
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Alliance Wealth Advisors (Utah)’s HDFC Bank HDB Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q4 		– Sell
-8,625
Closed -$295K – 276
2025
Q3 		$295K Sell
8,625
-2,585
-23% -$95.3K 0.07% 230
2025
Q2 		$430K Sell
11,210
-422
-4% -$15.3K 0.1% 180
2025
Q1 		$386K Sell
11,632
-1,948
-14% -$59.4K 0.1% 186
2024
Q4 		$434K Buy
13,580
+14
+0.1% +$448 0.11% 171
2024
Q3 		$424K Buy
13,566
+396
+3% +$12.2K 0.11% 165
2024
Q2 		$424K Buy
13,170
+2,856
+28% +$83.6K 0.12% 154
2024
Q1 		$289K Buy
10,314
+1,574
+18% +$44.6K 0.09% 205
2023
Q4 		$293K Buy
8,740
+1,608
+23% +$48.5K 0.1% 197
2023
Q3 		$210K Sell
7,132
-1,268
-15% -$41.3K 0.08% 212
2023
Q2 		$293K Buy
+8,400
New +$283K 0.11% 176

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return