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Provenance Wealth Advisors’s HDFC Bank HDB Stock Holding History

Provenance 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
2025
Q2 		– Sell
-84
Closed -$2.79K – 478
2025
Q1 		$2.79K Hold
84
– – ﹤0.01% 381
2024
Q4 		$2.68K Hold
84
– – ﹤0.01% 406
2024
Q3 		$2.63K Hold
84
– – ﹤0.01% 439
2024
Q2 		$2.7K Hold
84
– – ﹤0.01% 356
2024
Q1 		$2.35K Sell
84
-120
-59% -$3.4K ﹤0.01% 398
2023
Q4 		$6.84K Buy
204
+118
+137% +$3.56K ﹤0.01% 339
2023
Q3 		$2.54K Buy
+86
New +$2.8K ﹤0.01% 304

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Provenance Wealth Advisors's HDB Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2025, closing a stake of 84 shares — an estimated $2.79K sold.

Provenance Wealth Advisors first reported a position in HDB in Q3 2023 and held it in 7 quarters. The position peaked at $6.84K in Q4 2023. 640 funds tracked by Wall St. Rank hold HDB as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining HDFC Bank position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 84 HDFC Bank shares in Q2 2025, an estimated $2.79K.
  • Provenance Wealth Advisors first reported a position in HDFC Bank in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's HDFC Bank position peaked at $6.84K in Q4 2023.
  • 640 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.