WR Wealth Planners’s HDFC Bank HDB Stock Holding History

WR Wealth Planners’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 Q4	$184K	Hold	5,756	–	–	0.06%	163
2024 Q3	$180K	Hold	5,756	–	–	0.05%	200
2024 Q2	$185K	Hold	5,756	–	–	0.06%	177
2024 Q1	$161K	Buy	+5,756	New	+$163K	0.05%	203
2023 Q4	–	Sell	-5,756	Closed	-$170K	–	469
2023 Q3	$170K	Hold	5,756	–	–	0.06%	187
2023 Q2	$201K	Sell	5,756 -4	-0.1%	-$135	0.08%	170
2023 Q1	$192K	Buy	+5,760	New	+$193K	0.08%	159
2022 Q4	–	Sell	-8	Closed	-$234	–	522
2022 Q3	$234	Buy	+8	New	+$246	﹤0.01%	478

Other funds holding HDB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WR Wealth Planners's HDB Position: Q4 2024 in Review

WR Wealth Planners held its HDFC Bank (HDB) position steady in Q4 2024 at 5,756 shares worth $184K. The position accounts for 0.06% of the portfolio, ranked #163.

WR Wealth Planners first reported a position in HDB in Q3 2022 and has held it in 8 quarters since. The position peaked at $201K in Q2 2023. 633 funds tracked by Wall St. Rank hold HDB as of Q4 2024.

WR Wealth Planners held 5,756 shares of HDFC Bank worth $184K as of Q4 2024.
WR Wealth Planners left its HDFC Bank share count unchanged in Q4 2024.
HDFC Bank made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #163 holding.
WR Wealth Planners first reported a position in HDFC Bank in Q3 2022 and has held it in 8 quarters since.
WR Wealth Planners's HDFC Bank position peaked at $201K in Q2 2023.
633 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.