VFA
HDB icon

Valeo Financial Advisors’s HDFC Bank HDB Stock Holding History

Valeo Financial 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
Q2 		– Sell
-10,470
Closed -$407K – 1066
2021
Q1 		$407K Hold
10,470
– – 0.02% 297
2020
Q4 		$378K Buy
10,470
+10,374
+10,806% +$331K 0.02% 291
2020
Q3 		$2K Sell
96
-3,666
-97% -$89K ﹤0.01% 1406
2020
Q2 		$86K Buy
3,762
+58
+2% +$1.19K 0.01% 551
2020
Q1 		$72K Buy
3,704
+440
+13% +$11.8K 0.01% 501
2019
Q4 		$103K Buy
+3,264
New +$99.4K 0.01% 458
2019
Q3 		– Sell
-3,248
Closed -$106K – 1607
2019
Q2 		$106K Buy
+3,248
New +$97.9K 0.01% 421

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return