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Fortis Advisors’s HDFC Bank HDB Stock Holding History

Fortis 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
2021
Q2 		– Sell
-500
Closed -$19K – 254
2021
Q1 		$19K Buy
+500
New +$19.6K 0.01% 177
2020
Q1 		– Sell
-220
Closed -$7K – 344
2019
Q4 		$7K Hold
220
– – ﹤0.01% 277
2019
Q3 		$6K Hold
220
– – ﹤0.01% 285
2019
Q2 		$7K Hold
220
– – ﹤0.01% 310
2019
Q1 		$6K Hold
220
– – ﹤0.01% 301
2018
Q4 		$6K Hold
220
– – ﹤0.01% 283
2018
Q3 		$5K Hold
220
– – ﹤0.01% 283
2018
Q2 		$6K Hold
220
– – ﹤0.01% 284
2018
Q1 		$5K Buy
+220
New +$5.54K ﹤0.01% 283

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
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 International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fortis Advisors's HDB Position: Q2 2021 in Review

Fortis Advisors sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 500 shares — an estimated $19K sold.

Fortis Advisors first reported a position in HDB in Q1 2018 and held it in 9 quarters. The position peaked at $19K in Q1 2021. 524 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

  • Fortis Advisors reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
  • Fortis Advisors sold 500 HDFC Bank shares in Q2 2021, an estimated $19K.
  • Fortis Advisors first reported a position in HDFC Bank in Q1 2018 and held it in 9 quarters.
  • Fortis Advisors's HDFC Bank position peaked at $19K in Q1 2021.
  • 524 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.