Carolinas Wealth Consulting’s JD.com JD Stock Holding History

Carolinas Wealth Consulting’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 Q3	–	Sell	-303	Closed	-$10.3K	–	1073
2023 Q2	$10.3K	Hold	303	–	–	﹤0.01%	588
2023 Q1	$13.3K	Hold	303	–	–	﹤0.01%	561
2022 Q4	$17K	Hold	303	–	–	﹤0.01%	526
2022 Q3	$15K	Hold	303	–	–	﹤0.01%	497
2022 Q2	$19K	Hold	303	–	–	﹤0.01%	459
2022 Q1	$18K	Hold	303	–	–	﹤0.01%	507
2021 Q4	$21K	Hold	303	–	–	﹤0.01%	480
2021 Q3	$22K	Hold	303	–	–	0.01%	459
2021 Q2	$24K	Hold	303	–	–	0.01%	470
2021 Q1	$26K	Hold	303	–	–	0.01%	466
2020 Q4	$27K	Hold	303	–	–	0.01%	431
2020 Q3	$24K	Hold	303	–	–	0.01%	368
2020 Q2	$18K	Buy	+303	New	+$15.3K	0.01%	293

Other funds holding JD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carolinas Wealth Consulting's JD Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of JD.com (JD) in Q3 2023, closing a stake of 303 shares — an estimated $10.3K sold.

Carolinas Wealth Consulting first reported a position in JD in Q2 2020 and held it in 13 quarters. The position peaked at $27K in Q4 2020. 433 funds tracked by Wall St. Rank hold JD as of Q3 2023.

Carolinas Wealth Consulting reported no remaining JD.com position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 303 JD.com shares in Q3 2023, an estimated $10.3K.
Carolinas Wealth Consulting first reported a position in JD.com in Q2 2020 and held it in 13 quarters.
Carolinas Wealth Consulting's JD.com position peaked at $27K in Q4 2020.
433 funds tracked by Wall St. Rank held JD.com as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.