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SYSTM Wealth Solutions’s HDFC Bank HDB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-4,986
Closed -$161K – 324
2024
Q2 		$161K Sell
4,986
-7,010
-58% -$205K 0.04% 206
2024
Q1 		$336K Sell
11,996
-13,840
-54% -$392K 0.04% 334
2023
Q4 		$867K Sell
25,836
-54
-0.2% -$1.63K 0.12% 215
2023
Q3 		$764K Sell
25,890
-1,524
-6% -$49.6K 0.12% 220
2023
Q2 		$955K Buy
27,414
+20,890
+320% +$704K 0.13% 211
2023
Q1 		$217K Sell
6,524
-11,120
-63% -$372K 0.03% 431
2022
Q4 		$603K Buy
+17,644
New +$573K 0.08% 304

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SYSTM Wealth Solutions's HDB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 4,986 shares — an estimated $161K sold.

SYSTM Wealth Solutions first reported a position in HDB in Q4 2022 and held it in 7 quarters. The position peaked at $955K in Q2 2023. 597 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,986 HDFC Bank shares in Q3 2024, an estimated $161K.
  • SYSTM Wealth Solutions first reported a position in HDFC Bank in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's HDFC Bank position peaked at $955K in Q2 2023.
  • 597 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.