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BerganKDV Wealth Management’s HDFC Bank HDB Stock Holding History

BerganKDV 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
Q3 		– Sell
-82
Closed -$2K – 1007
2022
Q2 		$2K Hold
82
– – ﹤0.01% 826
2022
Q1 		$3K Hold
82
– – ﹤0.01% 805
2021
Q4 		$3K Sell
82
-50
-38% -$1.75K ﹤0.01% 860
2021
Q3 		$5K Buy
+132
New +$4.89K ﹤0.01% 748

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BerganKDV Wealth Management's HDB Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of HDFC Bank (HDB) in Q3 2022, closing a stake of 82 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in HDB in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 480 funds tracked by Wall St. Rank hold HDB as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining HDFC Bank position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 82 HDFC Bank shares in Q3 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in HDFC Bank in Q3 2021 and held it in 4 quarters.
  • BerganKDV Wealth Management's HDFC Bank position peaked at $5K in Q3 2021.
  • 480 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.