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Capital Wealth Planning’s HDFC Bank HDB Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-25,820
Closed -$866K – 152
2023
Q4 		$866K Buy
25,820
+4,752
+23% +$143K 0.01% 84
2023
Q3 		$622K Buy
21,068
+4,226
+25% +$138K 0.01% 93
2023
Q2 		$587K Buy
16,842
+3,312
+24% +$112K 0.01% 82
2023
Q1 		$451K Buy
+13,530
New +$452K 0.01% 98

Other funds holding HDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital Wealth Planning's HDB Position: Q1 2024 in Review

Capital Wealth Planning sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 25,820 shares — an estimated $866K sold.

Capital Wealth Planning first reported a position in HDB in Q1 2023 and held it in 4 quarters. The position peaked at $866K in Q4 2023. 567 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • Capital Wealth Planning reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 25,820 HDFC Bank shares in Q1 2024, an estimated $866K.
  • Capital Wealth Planning first reported a position in HDFC Bank in Q1 2023 and held it in 4 quarters.
  • Capital Wealth Planning's HDFC Bank position peaked at $866K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.