BDWM
HDB icon

Brewin Dolphin Wealth Management’s HDFC Bank HDB Stock Holding History

Brewin Dolphin 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
Q2 		– Sell
-146
Closed -$4K – 363
2022
Q1 		$4K Buy
+146
New +$4.74K ﹤0.01% 330

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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

Brewin Dolphin Wealth Management's HDB Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of HDFC Bank (HDB) in Q2 2022, closing a stake of 146 shares — an estimated $4K sold.

Brewin Dolphin Wealth Management first reported a position in HDB in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 477 funds tracked by Wall St. Rank hold HDB as of Q2 2022.

  • Brewin Dolphin Wealth Management reported no remaining HDFC Bank position as of Q2 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 146 HDFC Bank shares in Q2 2022, an estimated $4K.
  • Brewin Dolphin Wealth Management first reported a position in HDFC Bank in Q1 2022 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's HDFC Bank position peaked at $4K in Q1 2022.
  • 477 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.