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WealthShield Partners’s HDFC Bank HDB Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-792
Closed -$29K – 447
2021
Q2 		$29K Buy
792
+68
+9% +$2.49K ﹤0.01% 584
2021
Q1 		$28K Buy
+724
New +$28.4K 0.01% 592

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

WealthShield Partners's HDB Position: Q3 2021 in Review

WealthShield Partners sold out of HDFC Bank (HDB) in Q3 2021, closing a stake of 792 shares — an estimated $29K sold.

WealthShield Partners first reported a position in HDB in Q1 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 513 funds tracked by Wall St. Rank hold HDB as of Q3 2021.

  • WealthShield Partners reported no remaining HDFC Bank position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 792 HDFC Bank shares in Q3 2021, an estimated $29K.
  • WealthShield Partners first reported a position in HDFC Bank in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's HDFC Bank position peaked at $29K in Q2 2021.
  • 513 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.