Liberty Wealth Management’s HDFC Bank HDB Stock Holding History

Liberty 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
2021 Q4	–	Sell	-318	Closed	-$12K	–	560
2021 Q3	$12K	Buy	318 +56	+21%	+$2.08K	﹤0.01%	787
2021 Q2	$10K	Sell	262 -36	-12%	-$1.32K	﹤0.01%	650
2021 Q1	$11K	Hold	298	–	–	0.01%	572
2020 Q4	$11K	Hold	298	–	–	0.01%	567
2020 Q3	$7K	Buy	298 +6	+2%	+$146	﹤0.01%	574
2020 Q2	$7K	Hold	292	–	–	﹤0.01%	547
2020 Q1	$6K	Hold	292	–	–	0.01%	542
2019 Q4	$9K	Buy	292 +56	+24%	+$1.71K	0.01%	561
2019 Q3	$7K	Sell	236 -20	-8%	-$569	0.01%	583
2019 Q2	$8K	Sell	256 -16	-6%	-$482	0.01%	565
2019 Q1	$7K	Buy	272 +96	+55%	+$2.49K	0.01%	490
2018 Q4	$4K	Buy	+176	New	+$4.16K	﹤0.01%	585

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

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Wealth Management's HDB Position: Q4 2021 in Review

Liberty Wealth Management sold out of HDFC Bank (HDB) in Q4 2021, closing a stake of 318 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in HDB in Q4 2018 and held it in 12 quarters. The position peaked at $12K in Q3 2021. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

Liberty Wealth Management reported no remaining HDFC Bank position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 318 HDFC Bank shares in Q4 2021, an estimated $12K.
Liberty Wealth Management first reported a position in HDFC Bank in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's HDFC Bank position peaked at $12K in Q3 2021.
507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.