HWA
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HHM Wealth Advisors’s HDFC Bank HDB Stock Holding History

HHM 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
2024
Q2 		– Sell
-576
Closed -$16.1K – 814
2024
Q1 		$16.1K Buy
576
+68
+13% +$1.93K ﹤0.01% 450
2023
Q4 		$17K Hold
508
– – ﹤0.01% 434
2023
Q3 		$15K Hold
508
– – ﹤0.01% 445
2023
Q2 		$17.7K Hold
508
– – ﹤0.01% 437
2023
Q1 		$16.9K Buy
+508
New +$17K ﹤0.01% 440

Other funds holding HDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's HDB Position: Q2 2024 in Review

HHM Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 576 shares — an estimated $16.1K sold.

HHM Wealth Advisors first reported a position in HDB in Q1 2023 and held it in 5 quarters. The position peaked at $17.7K in Q2 2023. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

  • HHM Wealth Advisors reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 576 HDFC Bank shares in Q2 2024, an estimated $16.1K.
  • HHM Wealth Advisors first reported a position in HDFC Bank in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's HDFC Bank position peaked at $17.7K in Q2 2023.
  • 570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.