PCWA
HDB icon

Pacific Capital Wealth Advisors’s HDFC Bank HDB Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q2 		– Sell
-178
Closed -$4.98K – 608
2024
Q1 		$4.98K Buy
+178
New +$5.05K ﹤0.01% 315

Other funds holding HDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's HDB Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 178 shares — an estimated $4.98K sold.

Pacific Capital Wealth Advisors first reported a position in HDB in Q1 2024 and held it in 1 quarter. The position peaked at $4.98K in Q1 2024. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 178 HDFC Bank shares in Q2 2024, an estimated $4.98K.
  • Pacific Capital Wealth Advisors first reported a position in HDFC Bank in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's HDFC Bank position peaked at $4.98K in Q1 2024.
  • 570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.