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Ropes Wealth Advisors’s HDFC Bank HDB Stock Holding History

Ropes 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
2021
Q1 		– Sell
-390
Closed -$14K – 468
2020
Q4 		$14K Buy
390
+278
+248% +$8.87K ﹤0.01% 512
2020
Q3 		$3K Hold
112
– – ﹤0.01% 575
2020
Q2 		$3K Hold
112
– – ﹤0.01% 511
2020
Q1 		$2K Hold
112
– – ﹤0.01% 495
2019
Q4 		$4K Hold
112
– – ﹤0.01% 505
2019
Q3 		$3K Sell
112
-348
-76% -$9.91K ﹤0.01% 526
2019
Q2 		$15K Buy
+460
New +$13.9K ﹤0.01% 455

Other funds holding HDB

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ropes Wealth Advisors's HDB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of HDFC Bank (HDB) in Q1 2021, closing a stake of 390 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in HDB in Q2 2019 and held it in 7 quarters. The position peaked at $15K in Q2 2019. 515 funds tracked by Wall St. Rank hold HDB as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining HDFC Bank position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 390 HDFC Bank shares in Q1 2021, an estimated $14K.
  • Ropes Wealth Advisors first reported a position in HDFC Bank in Q2 2019 and held it in 7 quarters.
  • Ropes Wealth Advisors's HDFC Bank position peaked at $15K in Q2 2019.
  • 515 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.