CWM
HDB icon

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return