TRUE Private Wealth Advisors’s HDFC Bank HDB Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-134	Closed	-$2K	–	710
2020 Q1	$2K	Sell	134 -620	-82%	-$16.7K	﹤0.01%	604
2019 Q4	$23K	Buy	+754	New	+$23K	﹤0.01%	469
2019 Q3	–	Sell	-56	Closed	-$1K	–	440
2019 Q2	$1K	Buy	+56	New	+$1.69K	﹤0.01%	762

Other funds holding HDB

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

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

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

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

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

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

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

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

CLC

Charles-Lim Capital Central, Hong Kong $319M AUM 13.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRUE Private Wealth Advisors's HDB Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2020, closing a stake of 134 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in HDB in Q2 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 433 funds tracked by Wall St. Rank hold HDB as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining HDFC Bank position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 134 HDFC Bank shares in Q2 2020, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in HDFC Bank in Q2 2019 and held it in 3 quarters.
TRUE Private Wealth Advisors's HDFC Bank position peaked at $23K in Q4 2019.
433 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.