AWM
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Axxcess Wealth Management’s HDFC Bank HDB Stock Holding History

Axxcess Wealth Management’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
2022
Q4 		– Sell
-7,954
Closed -$232K – 634
2022
Q3 		$232K Buy
+7,954
New +$244K 0.02% 461

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Axxcess Wealth Management's HDB Position: Q4 2022 in Review

Axxcess Wealth Management sold out of HDFC Bank (HDB) in Q4 2022, closing a stake of 7,954 shares — an estimated $232K sold.

Axxcess Wealth Management first reported a position in HDB in Q3 2022 and held it in 1 quarter. The position peaked at $232K in Q3 2022. 510 funds tracked by Wall St. Rank hold HDB as of Q4 2022.

  • Axxcess Wealth Management reported no remaining HDFC Bank position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,954 HDFC Bank shares in Q4 2022, an estimated $232K.
  • Axxcess Wealth Management first reported a position in HDFC Bank in Q3 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's HDFC Bank position peaked at $232K in Q3 2022.
  • 510 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.