WAM
HDB icon

Wealthspire Advisors (Maryland)’s HDFC Bank HDB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-12,968
Closed -$411K – 463
2019
Q4 		$411K Buy
12,968
+80
+0.6% +$2.44K 0.03% 309
2019
Q3 		$368K Sell
12,888
-184
-1% -$5.24K 0.03% 310
2019
Q2 		$425K Sell
13,072
-848
-6% -$25.6K 0.03% 282
2019
Q1 		$403K Sell
13,920
-9,668
-41% -$251K 0.03% 291
2018
Q4 		$611K Sell
23,588
-356
-1% -$8.41K 0.05% 186
2018
Q3 		$563K Sell
23,944
-9,320
-28% -$238K 0.05% 227
2018
Q2 		$873K Sell
33,264
-80
-0.2% -$2K 0.08% 143
2018
Q1 		$823K Sell
33,344
-536
-2% -$13.5K 0.08% 157
2017
Q4 		$861K Buy
33,880
+14,304
+73% +$342K 0.08% 152
2017
Q3 		$472K Sell
19,576
-464
-2% -$11K 0.05% 248
2017
Q2 		$436K Buy
20,040
+6,880
+52% +$144K 0.05% 254
2017
Q1 		$247K Buy
13,160
+304
+2% +$5.29K 0.04% 333
2016
Q4 		$195K Sell
12,856
-4,480
-26% -$75K 0.03% 377
2016
Q3 		$312K Buy
17,336
+6,200
+56% +$109K 0.05% 263
2016
Q2 		$185K Buy
11,136
+1,920
+21% +$30.6K 0.03% 387
2016
Q1 		$142K Hold
9,216
– – 0.03% 436
2015
Q4 		$142K Buy
+9,216
New +$139K 0.03% 448

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HDB Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of HDFC Bank (HDB) in Q1 2020, closing a stake of 12,968 shares — an estimated $411K sold.

Wealthspire Advisors (Maryland) first reported a position in HDB in Q4 2015 and held it in 17 quarters. The position peaked at $873K in Q2 2018. 440 funds tracked by Wall St. Rank hold HDB as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining HDFC Bank position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,968 HDFC Bank shares in Q1 2020, an estimated $411K.
  • Wealthspire Advisors (Maryland) first reported a position in HDFC Bank in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s HDFC Bank position peaked at $873K in Q2 2018.
  • 440 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.