TWM
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Tradition Wealth Management’s HDFC Bank HDB Stock Holding History

Tradition 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
2024
Q1 		– Sell
-2,212
Closed -$74K – 728
2023
Q4 		$74K Hold
2,212
– – 0.01% 540
2023
Q3 		$65K Hold
2,212
– – 0.01% 544
2023
Q2 		$77K Hold
2,212
– – 0.01% 513
2023
Q1 		$74K Buy
2,212
+62
+3% +$2.07K 0.01% 517
2022
Q4 		$74K Hold
2,150
– – 0.01% 441
2022
Q3 		$63K Buy
+2,150
New +$66.1K 0.01% 460

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Tradition Wealth Management's HDB Position: Q1 2024 in Review

Tradition Wealth Management sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 2,212 shares — an estimated $74K sold.

Tradition Wealth Management first reported a position in HDB in Q3 2022 and held it in 6 quarters. The position peaked at $77K in Q2 2023. 567 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • Tradition Wealth Management reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 2,212 HDFC Bank shares in Q1 2024, an estimated $74K.
  • Tradition Wealth Management first reported a position in HDFC Bank in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's HDFC Bank position peaked at $77K in Q2 2023.
  • 567 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.