Integrated Wealth Concepts’s HDFC Bank HDB Stock Holding History

Integrated Wealth Concepts’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
2023 Q3	–	Sell	-6,722	Closed	-$234K	–	1584
2023 Q2	$234K	Sell	6,722 -60	-0.9%	-$2.02K	﹤0.01%	1346
2023 Q1	$226K	Sell	6,782 -232	-3%	-$7.75K	﹤0.01%	1180
2022 Q4	$240K	Sell	7,014 -1,262	-15%	-$41K	0.01%	884
2022 Q3	$242K	Sell	8,276 -198	-2%	-$6.08K	0.01%	807
2022 Q2	$233K	Buy	8,474 +186	+2%	+$5.24K	0.01%	837
2022 Q1	$254K	Buy	8,288 +1,634	+25%	+$53.1K	0.01%	797
2021 Q4	$217K	Sell	6,654 -36,824	-85%	-$1.29M	0.01%	901
2021 Q3	$1.59M	Buy	43,478 +2,462	+6%	+$91.3K	0.05%	283
2021 Q2	$1.5M	Buy	41,016 +3,456	+9%	+$127K	0.05%	270
2021 Q1	$1.46M	Buy	+37,560	New	+$1.47M	0.06%	238

Other funds holding HDB

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Integrated Wealth Concepts's HDB Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 6,722 shares — an estimated $234K sold.

Integrated Wealth Concepts first reported a position in HDB in Q1 2021 and held it in 10 quarters. The position peaked at $1.59M in Q3 2021. 531 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

Integrated Wealth Concepts reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
Integrated Wealth Concepts sold 6,722 HDFC Bank shares in Q3 2023, an estimated $234K.
Integrated Wealth Concepts first reported a position in HDFC Bank in Q1 2021 and held it in 10 quarters.
Integrated Wealth Concepts's HDFC Bank position peaked at $1.59M in Q3 2021.
531 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.