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Wetzel Investment Advisors’s HDFC Bank HDB Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-38
Closed -$1.06K – 438
2024
Q2 		$1.06K Hold
38
– – ﹤0.01% 810
2024
Q1 		$1.09K Hold
38
– – ﹤0.01% 925
2023
Q4 		$1K Buy
+38
New +$1.15K ﹤0.01% 938

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wetzel Investment Advisors's HDB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 38 shares — an estimated $1.06K sold.

Wetzel Investment Advisors first reported a position in HDB in Q4 2023 and held it in 3 quarters. The position peaked at $1.09K in Q1 2024. 597 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 38 HDFC Bank shares in Q3 2024, an estimated $1.06K.
  • Wetzel Investment Advisors first reported a position in HDFC Bank in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's HDFC Bank position peaked at $1.09K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.