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Paragon Wealth Strategies’s HDFC Bank HDB Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-342
Closed -$11.7K – 117
2022
Q4 		$11.7K Hold
342
– – 0.01% 135
2022
Q3 		$10K Buy
+342
New +$10.5K 0.01% 105
2021
Q3 		– Sell
-338
Closed -$12K – 144
2021
Q2 		$12K Buy
+338
New +$12.4K ﹤0.01% 173

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Paragon Wealth Strategies's HDB Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of HDFC Bank (HDB) in Q1 2023, closing a stake of 342 shares — an estimated $11.7K sold.

Paragon Wealth Strategies first reported a position in HDB in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 520 funds tracked by Wall St. Rank hold HDB as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining HDFC Bank position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 342 HDFC Bank shares in Q1 2023, an estimated $11.7K.
  • Paragon Wealth Strategies first reported a position in HDFC Bank in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's HDFC Bank position peaked at $12K in Q2 2021.
  • 520 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.