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Beaumont Financial Advisors’s HDFC Bank HDB Stock Holding History

Beaumont Financial 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
2022
Q1 		– Sell
-7,668
Closed -$249K – 370
2021
Q4 		$249K Hold
7,668
– – 0.02% 312
2021
Q3 		$280K Hold
7,668
– – 0.02% 280
2021
Q2 		$280K Hold
7,668
– – 0.02% 304
2021
Q1 		$298K Buy
+7,668
New +$301K 0.03% 275

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Beaumont Financial Advisors's HDB Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of HDFC Bank (HDB) in Q1 2022, closing a stake of 7,668 shares — an estimated $249K sold.

Beaumont Financial Advisors first reported a position in HDB in Q1 2021 and held it in 4 quarters. The position peaked at $298K in Q1 2021. 519 funds tracked by Wall St. Rank hold HDB as of Q1 2022.

  • Beaumont Financial Advisors reported no remaining HDFC Bank position as of Q1 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 7,668 HDFC Bank shares in Q1 2022, an estimated $249K.
  • Beaumont Financial Advisors first reported a position in HDFC Bank in Q1 2021 and held it in 4 quarters.
  • Beaumont Financial Advisors's HDFC Bank position peaked at $298K in Q1 2021.
  • 519 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.