Patriot Financial Group Insurance Agency’s HDFC Bank HDB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,010	Closed	-$28K	–	1042
2022 Q2	$28K	Sell	1,010 -14	-1%	-$395	0.01%	908
2022 Q1	$31K	Buy	1,024 +80	+8%	+$2.6K	0.01%	928
2021 Q4	$31K	Buy	944 +136	+17%	+$4.76K	0.01%	1044
2021 Q3	$30K	Sell	808 -4	-0.5%	-$148	0.01%	1042
2021 Q2	$30K	Sell	812 -4	-0.5%	-$147	0.01%	1018
2021 Q1	$32K	Sell	816 -44	-5%	-$1.73K	0.01%	930
2020 Q4	$31K	Buy	860 +8	+0.9%	+$255	0.01%	844
2020 Q3	$21K	Buy	852 +6	+0.7%	+$146	0.01%	781
2020 Q2	$19K	Buy	846 +128	+18%	+$2.63K	0.01%	760
2020 Q1	$14K	Buy	718 +694	+2,892%	+$18.7K	0.01%	752
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1202
2019 Q3	$1K	Buy	+24	New	+$683	﹤0.01%	1184

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HDB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of HDFC Bank (HDB) in Q3 2022, closing a stake of 1,010 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in HDB in Q3 2019 and held it in 12 quarters. The position peaked at $32K in Q1 2021. 480 funds tracked by Wall St. Rank hold HDB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining HDFC Bank position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,010 HDFC Bank shares in Q3 2022, an estimated $28K.
Patriot Financial Group Insurance Agency first reported a position in HDFC Bank in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's HDFC Bank position peaked at $32K in Q1 2021.
480 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.