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

Centric 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 Q3	–	Sell	-10,083	Closed	-$362K	–	128
2023 Q2	$362K	Buy	+10,083	New	+$367K	0.14%	82

Other funds holding JD

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

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

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

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

NMO

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 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

Centric Wealth Management's JD Position: Q3 2023 in Review

Centric Wealth Management sold out of JD.com (JD) in Q3 2023, closing a stake of 10,083 shares — an estimated $362K sold.

Centric Wealth Management first reported a position in JD in Q2 2023 and held it in 1 quarter. The position peaked at $362K in Q2 2023. 433 funds tracked by Wall St. Rank hold JD as of Q3 2023.

Centric Wealth Management reported no remaining JD.com position as of Q3 2023 after selling out during the quarter.
Centric Wealth Management sold 10,083 JD.com shares in Q3 2023, an estimated $362K.
Centric Wealth Management first reported a position in JD.com in Q2 2023 and held it in 1 quarter.
Centric Wealth Management's JD.com position peaked at $362K in Q2 2023.
433 funds tracked by Wall St. Rank held JD.com as of Q3 2023.

Based on Centric Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.