B. Riley Wealth Advisors’s HDFC Bank HDB Stock Holding History

B. Riley 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 Q2	–	Sell	-7,522	Closed	-$222K	–	1483
2024 Q1	$222K	Buy	+7,522	New	+$213K	0.01%	1210
2023 Q4	–	Sell	-7,522	Closed	-$222K	–	1443
2023 Q3	$222K	Buy	7,522 +1,754	+30%	+$57.1K	0.01%	1210
2023 Q2	$203K	Sell	5,768 -248	-4%	-$8.36K	﹤0.01%	1350
2023 Q1	$201K	Sell	6,016 -36	-0.6%	-$1.2K	0.01%	1303
2022 Q4	$207K	Buy	+6,052	New	+$196K	0.01%	1242
2021 Q4	–	Sell	-7,680	Closed	-$281K	–	1450
2021 Q3	$281K	Sell	7,680 -278	-3%	-$10.3K	0.01%	1075
2021 Q2	$297K	Sell	7,958 -3,978	-33%	-$146K	0.01%	1023
2021 Q1	$457K	Buy	11,936 +2,976	+33%	+$117K	0.02%	781
2020 Q4	$324K	Buy	+8,960	New	+$286K	0.02%	712

Other funds holding HDB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's HDB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 7,522 shares — an estimated $222K sold.

B. Riley Wealth Advisors first reported a position in HDB in Q4 2020 and held it in 9 quarters. The position peaked at $457K in Q1 2021. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

B. Riley Wealth Advisors reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,522 HDFC Bank shares in Q2 2024, an estimated $222K.
B. Riley Wealth Advisors first reported a position in HDFC Bank in Q4 2020 and held it in 9 quarters.
B. Riley Wealth Advisors's HDFC Bank position peaked at $457K in Q1 2021.
570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.