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Fortis Capital Advisors’s HDFC Bank HDB Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-3,936
Closed -$131K – 326
2023
Q1 		$131K Sell
3,936
-3,300
-46% -$110K 0.07% 143
2022
Q4 		$248K Buy
+7,236
New +$235K 0.15% 103

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Capital Advisors's HDB Position: Q2 2023 in Review

Fortis Capital Advisors sold out of HDFC Bank (HDB) in Q2 2023, closing a stake of 3,936 shares — an estimated $131K sold.

Fortis Capital Advisors first reported a position in HDB in Q4 2022 and held it in 2 quarters. The position peaked at $248K in Q4 2022. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

  • Fortis Capital Advisors reported no remaining HDFC Bank position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 3,936 HDFC Bank shares in Q2 2023, an estimated $131K.
  • Fortis Capital Advisors first reported a position in HDFC Bank in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's HDFC Bank position peaked at $248K in Q4 2022.
  • 535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.