EWA
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Evolution Wealth Advisors’s HDFC Bank HDB Stock Holding History

Evolution Wealth Advisors’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
2020
Q4 		– Sell
-528
Closed -$13K – 599
2020
Q3 		$13K Hold
528
– – ﹤0.01% 320
2020
Q2 		$12K Sell
528
-136
-20% -$2.79K ﹤0.01% 262
2020
Q1 		$13K Buy
+664
New +$17.9K 0.01% 186
2019
Q4 		– Sell
-664
Closed -$19K – 649
2019
Q3 		$19K Buy
+664
New +$18.9K 0.01% 98

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evolution Wealth Advisors's HDB Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of HDFC Bank (HDB) in Q4 2020, closing a stake of 528 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in HDB in Q3 2019 and held it in 4 quarters. The position peaked at $19K in Q3 2019. 490 funds tracked by Wall St. Rank hold HDB as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining HDFC Bank position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 528 HDFC Bank shares in Q4 2020, an estimated $13K.
  • Evolution Wealth Advisors first reported a position in HDFC Bank in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's HDFC Bank position peaked at $19K in Q3 2019.
  • 490 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.