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

Avitas 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 Q4	$282K	Buy	+8,127	New	+$315K	0.04%	181
2024 Q3	–	Sell	-39,827	Closed	-$1.03M	–	203
2024 Q2	$1.03M	Sell	39,827 -139	-0.3%	-$4.08K	0.15%	137
2024 Q1	$1.09M	Buy	39,966 +579	+1%	+$14.2K	0.17%	136
2023 Q4	$1.14M	Buy	+39,387	New	+$1.07M	0.19%	124
2021 Q2	–	Sell	-37,378	Closed	-$3.15M	–	208
2021 Q1	$3.15M	Buy	+37,378	New	+$3.43M	0.62%	60

Other funds holding JD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

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

Avitas Wealth Management's JD Position: Q4 2024 in Review

Avitas Wealth Management opened a new position in JD.com (JD) in Q4 2024: 8,127 shares worth $282K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings. This is a return to the name: Avitas Wealth Management previously reported a position in JD as recently as Q2 2024.

Avitas Wealth Management first reported a position in JD in Q1 2021 and has held it in 5 quarters since. The position peaked at $3.15M in Q1 2021. 548 funds tracked by Wall St. Rank hold JD as of Q4 2024.

Avitas Wealth Management held 8,127 shares of JD.com worth $282K as of Q4 2024.
JD.com was a new Avitas Wealth Management position in Q4 2024.
JD.com made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #181 holding.
Avitas Wealth Management first reported a position in JD.com in Q1 2021 and has held it in 5 quarters since.
Avitas Wealth Management's JD.com position peaked at $3.15M in Q1 2021.
548 funds tracked by Wall St. Rank held JD.com as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.