Heritage Wealth Management (Arizona)’s HDFC Bank HDB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$8.89K	Buy	260 +130	+100%	+$4.22K	﹤0.01%	793
2022 Q3	$4K	Sell	130 -1,068	-89%	-$32.8K	﹤0.01%	787
2022 Q2	$32.9K	Sell	1,198 -30	-2%	-$846	0.01%	478
2022 Q1	$38K	Buy	+1,228	New	+$39.9K	0.01%	507
2021 Q3	$42K	Buy	1,146 +22	+2%	+$816	0.01%	475
2021 Q2	$41K	Buy	1,124 +70	+7%	+$2.56K	0.02%	481
2021 Q1	$41K	Buy	+1,054	New	+$41.3K	0.02%	404

Other funds holding HDB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HDB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its HDFC Bank (HDB) stake by 100% in Q4 2022, buying an estimated $4.22K and bringing the position to 260 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Heritage Wealth Management (Arizona) first reported a position in HDB in Q1 2021 and has held it in 7 quarters since. The position peaked at $42K in Q3 2021. 511 funds tracked by Wall St. Rank hold HDB as of Q4 2022.

Heritage Wealth Management (Arizona) held 260 shares of HDFC Bank worth $8.89K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 130 HDFC Bank shares in Q4 2022, an estimated $4.22K.
HDFC Bank made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #793 holding.
Heritage Wealth Management (Arizona) first reported a position in HDFC Bank in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s HDFC Bank position peaked at $42K in Q3 2021.
511 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.