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	–	534
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 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

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

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

HighMark Wealth Management's HDB Position: Q3 2022 in Review

HighMark Wealth Management sold out of HDFC Bank (HDB) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

HighMark Wealth Management first reported a position in HDB in Q4 2019 and held it in 11 quarters. The position peaked at $4K in Q1 2021. 480 funds tracked by Wall St. Rank hold HDB as of Q3 2022.

HighMark Wealth Management reported no remaining HDFC Bank position as of Q3 2022 after selling out during the quarter.
HighMark Wealth Management sold 50 HDFC Bank shares in Q3 2022, an estimated $1K.
HighMark Wealth Management first reported a position in HDFC Bank in Q4 2019 and held it in 11 quarters.
HighMark Wealth Management's HDFC Bank position peaked at $4K in Q1 2021.
480 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2022.

Based on HighMark Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.