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Perigon Wealth Management’s HDFC Bank HDB Stock Holding History

Perigon 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
Q1 		– Sell
-716
Closed -$26K – 723
2020
Q4 		$26K Buy
+716
New +$22.8K ﹤0.01% 951

Other funds holding HDB

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Perigon Wealth Management's HDB Position: Q1 2021 in Review

Perigon Wealth Management sold out of HDFC Bank (HDB) in Q1 2021, closing a stake of 716 shares — an estimated $26K sold.

Perigon Wealth Management first reported a position in HDB in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 515 funds tracked by Wall St. Rank hold HDB as of Q1 2021.

  • Perigon Wealth Management reported no remaining HDFC Bank position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 716 HDFC Bank shares in Q1 2021, an estimated $26K.
  • Perigon Wealth Management first reported a position in HDFC Bank in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's HDFC Bank position peaked at $26K in Q4 2020.
  • 515 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.