TCI Wealth Advisors’s HDFC Bank HDB Stock Holding History

TCI 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	-52	Closed	-$2K	–	2188
2020 Q4	$2K	Buy	+52	New	+$1.66K	﹤0.01%	1215
2019 Q3	–	Sell	-272	Closed	-$9K	–	1542
2019 Q2	$9K	Hold	272	–	–	﹤0.01%	644
2019 Q1	$8K	Hold	272	–	–	﹤0.01%	670
2018 Q4	$7K	Hold	272	–	–	﹤0.01%	701
2018 Q3	$6K	Hold	272	–	–	﹤0.01%	745
2018 Q2	$7K	Buy	+272	New	+$6.79K	﹤0.01%	703

Other funds holding HDB

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

TCI Wealth Advisors sold out of HDFC Bank (HDB) in Q1 2021, closing a stake of 52 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in HDB in Q2 2018 and held it in 6 quarters. The position peaked at $9K in Q2 2019. 515 funds tracked by Wall St. Rank hold HDB as of Q1 2021.

TCI Wealth Advisors reported no remaining HDFC Bank position as of Q1 2021 after selling out during the quarter.
TCI Wealth Advisors sold 52 HDFC Bank shares in Q1 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in HDFC Bank in Q2 2018 and held it in 6 quarters.
TCI Wealth Advisors's HDFC Bank position peaked at $9K in Q2 2019.
515 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2021.

Based on TCI Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.