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OneAscent Wealth Management’s HDFC Bank HDB Stock Holding History

OneAscent 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
Q2 		– Sell
-6,528
Closed -$200K – 201
2022
Q1 		$200K Buy
+6,528
New +$212K 0.1% 197
2021
Q1 		$226K Sell
5,816
-632
-10% -$24.8K 0.1% 183
2020
Q4 		$233K Buy
+6,448
New +$206K 0.11% 180

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OneAscent Wealth Management's HDB Position: Q2 2022 in Review

OneAscent Wealth Management sold out of HDFC Bank (HDB) in Q2 2022, closing a stake of 6,528 shares — an estimated $200K sold.

OneAscent Wealth Management first reported a position in HDB in Q4 2020 and held it in 3 quarters. The position peaked at $233K in Q4 2020. 476 funds tracked by Wall St. Rank hold HDB as of Q2 2022.

  • OneAscent Wealth Management reported no remaining HDFC Bank position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 6,528 HDFC Bank shares in Q2 2022, an estimated $200K.
  • OneAscent Wealth Management first reported a position in HDFC Bank in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's HDFC Bank position peaked at $233K in Q4 2020.
  • 476 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.