HWM
HDB icon

HighMark Wealth Management’s HDFC Bank HDB Stock Holding History

HighMark Wealth Management’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
Q3 		– Sell
-50
Closed -$1K – 535
2022
Q2 		$1K Sell
50
-28
-36% -$789 ﹤0.01% 477
2022
Q1 		$2K Hold
78
– – ﹤0.01% 442
2021
Q4 		$3K Hold
78
– – ﹤0.01% 402
2021
Q3 		$3K Sell
78
-16
-17% -$593 ﹤0.01% 415
2021
Q2 		$3K Hold
94
– – ﹤0.01% 416
2021
Q1 		$4K Sell
94
-30
-24% -$1.18K ﹤0.01% 356
2020
Q4 		$4K Hold
124
– – ﹤0.01% 354
2020
Q3 		$3K Buy
124
+54
+77% +$1.31K ﹤0.01% 365
2020
Q2 		$2K Hold
70
– – ﹤0.01% 380
2020
Q1 		$1K Sell
70
-30
-30% -$807 ﹤0.01% 330
2019
Q4 		$3K Buy
+100
New +$3.04K ﹤0.01% 325

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return