Triad Wealth Partners’s HDFC Bank HDB Stock Holding History

Triad Wealth Partners’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	-148	Closed	-$4.76K	–	405
2024 Q2	$4.76K	Buy	+148	New	+$4.33K	﹤0.01%	581

Other funds holding HDB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 Singapore $30.5B AUM 13.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Triad Wealth Partners's HDB Position: Q3 2024 in Review

Triad Wealth Partners sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 148 shares — an estimated $4.76K sold.

Triad Wealth Partners first reported a position in HDB in Q2 2024 and held it in 1 quarter. The position peaked at $4.76K in Q2 2024. 597 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

Triad Wealth Partners reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 148 HDFC Bank shares in Q3 2024, an estimated $4.76K.
Triad Wealth Partners first reported a position in HDFC Bank in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's HDFC Bank position peaked at $4.76K in Q2 2024.
597 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.