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Circle Wealth Management’s HDFC Bank HDB Stock Holding History

Circle 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
2021
Q4 		– Sell
-5,650
Closed -$206K – 200
2021
Q3 		$206K Sell
5,650
-10,370
-65% -$385K 0.03% 175
2021
Q2 		$586K Hold
16,020
– – 0.08% 110
2021
Q1 		$622K Sell
16,020
-8,852
-36% -$347K 0.1% 94
2020
Q4 		$899K Buy
24,872
+13,768
+124% +$439K 0.13% 91
2020
Q3 		$277K Buy
11,104
+1,292
+13% +$31.4K 0.05% 167
2020
Q2 		$223K Buy
+9,812
New +$201K 0.04% 183
2020
Q1 		– Sell
-7,218
Closed -$229K – 203
2019
Q4 		$229K Buy
+7,218
New +$220K 0.04% 167

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Circle Wealth Management's HDB Position: Q4 2021 in Review

Circle Wealth Management sold out of HDFC Bank (HDB) in Q4 2021, closing a stake of 5,650 shares — an estimated $206K sold.

Circle Wealth Management first reported a position in HDB in Q4 2019 and held it in 7 quarters. The position peaked at $899K in Q4 2020. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

  • Circle Wealth Management reported no remaining HDFC Bank position as of Q4 2021 after selling out during the quarter.
  • Circle Wealth Management sold 5,650 HDFC Bank shares in Q4 2021, an estimated $206K.
  • Circle Wealth Management first reported a position in HDFC Bank in Q4 2019 and held it in 7 quarters.
  • Circle Wealth Management's HDFC Bank position peaked at $899K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Circle Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.