VFA
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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 – 1064
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 – 1606
2019
Q2 		$106K Buy
+3,248
New +$97.9K 0.01% 421

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Valeo Financial Advisors's HDB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 10,470 shares — an estimated $407K sold.

Valeo Financial Advisors first reported a position in HDB in Q2 2019 and held it in 7 quarters. The position peaked at $407K in Q1 2021. 524 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

  • Valeo Financial Advisors reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,470 HDFC Bank shares in Q2 2021, an estimated $407K.
  • Valeo Financial Advisors first reported a position in HDFC Bank in Q2 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's HDFC Bank position peaked at $407K in Q1 2021.
  • 524 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.