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Glassman Wealth Services’s HDFC Bank HDB Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-30
Closed -$1.01K – 885
2023
Q4 		$1.01K Hold
30
– – ﹤0.01% 1535
2023
Q3 		$885 Hold
30
– – ﹤0.01% 1588
2023
Q2 		$1.05K Hold
30
– – ﹤0.01% 1430
2023
Q1 		$1K Hold
30
– – ﹤0.01% 1431
2022
Q4 		$1.03K Hold
30
– – ﹤0.01% 1412
2022
Q3 		$1K Sell
30
-8
-21% -$246 ﹤0.01% 1417
2022
Q2 		$1K Sell
38
-48
-56% -$1.35K ﹤0.01% 1429
2022
Q1 		$3K Hold
86
– – ﹤0.01% 1133
2021
Q4 		$3K Buy
+86
New +$3.01K ﹤0.01% 1101

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Glassman Wealth Services's HDB Position: Q1 2024 in Review

Glassman Wealth Services sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 30 shares — an estimated $1.01K sold.

Glassman Wealth Services first reported a position in HDB in Q4 2021 and held it in 9 quarters. The position peaked at $3K in Q1 2022. 568 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • Glassman Wealth Services reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 30 HDFC Bank shares in Q1 2024, an estimated $1.01K.
  • Glassman Wealth Services first reported a position in HDFC Bank in Q4 2021 and held it in 9 quarters.
  • Glassman Wealth Services's HDFC Bank position peaked at $3K in Q1 2022.
  • 568 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.