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

B. Riley 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
2020
Q4 		– Sell
-10,760
Closed -$269K – 425
2020
Q3 		$269K Buy
+10,760
New +$261K 0.03% 311
2020
Q2 		– Sell
-12,840
Closed -$247K – 482
2020
Q1 		$247K Buy
+12,840
New +$345K 0.03% 397

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

B. Riley Wealth Management's HDB Position: Q4 2020 in Review

B. Riley Wealth Management sold out of HDFC Bank (HDB) in Q4 2020, closing a stake of 10,760 shares — an estimated $269K sold.

B. Riley Wealth Management first reported a position in HDB in Q1 2020 and held it in 2 quarters. The position peaked at $269K in Q3 2020. 490 funds tracked by Wall St. Rank hold HDB as of Q4 2020.

  • B. Riley Wealth Management reported no remaining HDFC Bank position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 10,760 HDFC Bank shares in Q4 2020, an estimated $269K.
  • B. Riley Wealth Management first reported a position in HDFC Bank in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's HDFC Bank position peaked at $269K in Q3 2020.
  • 490 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.