9258 Wealth Management’s JD.com JD Stock Holding History

9258 Wealth Management’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$214K	Buy	+5,361	New	+$147K	0.03%	331
2023 Q2	–	Sell	-5,361	Closed	-$235K	–	324
2023 Q1	$235K	Hold	5,361	–	–	0.05%	285
2022 Q4	$301K	Sell	5,361 -65	-1%	-$3.27K	0.07%	252
2022 Q3	$273K	Hold	5,426	–	–	0.07%	257
2022 Q2	$348K	Sell	5,426 -399	-7%	-$23K	0.09%	221
2022 Q1	$337K	Buy	5,825 +65	+1%	+$4.42K	0.08%	257
2021 Q4	$404K	Sell	5,760 -372	-6%	-$29.4K	0.09%	230
2021 Q3	$443K	Sell	6,132 -271	-4%	-$20K	0.12%	190
2021 Q2	$511K	Hold	6,403	–	–	0.14%	163
2021 Q1	$540K	Buy	6,403 +20	+0.3%	+$1.83K	0.16%	144
2020 Q4	$561K	Sell	6,383 -405	-6%	-$33.8K	0.18%	137
2020 Q3	$553K	Hold	6,788	–	–	0.21%	126
2020 Q2	$409K	Hold	6,788	–	–	0.17%	155
2020 Q1	$309K	Hold	6,788	–	–	0.14%	181
2019 Q4	$239K	Buy	+6,788	New	+$219K	0.09%	248

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

9258 Wealth Management's JD Position: Q3 2024 in Review

9258 Wealth Management opened a new position in JD.com (JD) in Q3 2024: 5,361 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #331 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in JD as recently as Q1 2023.

9258 Wealth Management first reported a position in JD in Q4 2019 and has held it in 15 quarters since. The position peaked at $561K in Q4 2020. 543 funds tracked by Wall St. Rank hold JD as of Q3 2024.

9258 Wealth Management held 5,361 shares of JD.com worth $214K as of Q3 2024.
JD.com was a new 9258 Wealth Management position in Q3 2024.
JD.com made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #331 holding.
9258 Wealth Management first reported a position in JD.com in Q4 2019 and has held it in 15 quarters since.
9258 Wealth Management's JD.com position peaked at $561K in Q4 2020.
543 funds tracked by Wall St. Rank held JD.com as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.