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

BerganKDV 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
2023 Q2	$8.19K	Hold	240	–	–	﹤0.01%	571
2023 Q1	$10.5K	Hold	240	–	–	﹤0.01%	595
2022 Q4	$13.5K	Sell	240 -100	-29%	-$5.03K	﹤0.01%	542
2022 Q3	$17K	Buy	340 +100	+42%	+$5.92K	﹤0.01%	508
2022 Q2	$15K	Hold	240	–	–	﹤0.01%	525
2022 Q1	$14K	Hold	240	–	–	﹤0.01%	560
2021 Q4	$17K	Hold	240	–	–	﹤0.01%	567
2021 Q3	$17K	Hold	240	–	–	﹤0.01%	552
2021 Q2	$19K	Hold	240	–	–	﹤0.01%	526
2021 Q1	$20K	Hold	240	–	–	﹤0.01%	486
2020 Q4	$21K	Buy	+240	New	+$20K	﹤0.01%	466

Other funds holding JD

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

BerganKDV Wealth Management's JD Position: Q2 2023 in Review

BerganKDV Wealth Management held its JD.com (JD) position steady in Q2 2023 at 240 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

BerganKDV Wealth Management first reported a position in JD in Q4 2020 and has held it in 11 quarters since. The position peaked at $21K in Q4 2020. 479 funds tracked by Wall St. Rank hold JD as of Q2 2023.

BerganKDV Wealth Management held 240 shares of JD.com worth $8.19K as of Q2 2023.
BerganKDV Wealth Management left its JD.com share count unchanged in Q2 2023.
JD.com made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #571 holding.
BerganKDV Wealth Management first reported a position in JD.com in Q4 2020 and has held it in 11 quarters since.
BerganKDV Wealth Management's JD.com position peaked at $21K in Q4 2020.
479 funds tracked by Wall St. Rank held JD.com as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.