IWC
HDB icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return