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

Cherrydale 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
Q1 		– Sell
-3,570
Closed -$200K – 37
2022
Q4 		$200K Buy
+3,570
New +$180K 0.17% 36
2022
Q3 		– Sell
-3,641
Closed -$233K – 35
2022
Q2 		$233K Sell
3,641
-33
-0.9% -$1.9K 0.21% 28
2022
Q1 		$212K Buy
3,674
+69
+2% +$4.69K 0.16% 38
2021
Q4 		$253K Buy
+3,605
New +$285K 0.19% 33

Other funds holding JD

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Cherrydale Wealth Management's JD Position: Q1 2023 in Review

Cherrydale Wealth Management sold out of JD.com (JD) in Q1 2023, closing a stake of 3,570 shares — an estimated $200K sold.

Cherrydale Wealth Management first reported a position in JD in Q4 2021 and held it in 4 quarters. The position peaked at $253K in Q4 2021. 511 funds tracked by Wall St. Rank hold JD as of Q1 2023.

  • Cherrydale Wealth Management reported no remaining JD.com position as of Q1 2023 after selling out during the quarter.
  • Cherrydale Wealth Management sold 3,570 JD.com shares in Q1 2023, an estimated $200K.
  • Cherrydale Wealth Management first reported a position in JD.com in Q4 2021 and held it in 4 quarters.
  • Cherrydale Wealth Management's JD.com position peaked at $253K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held JD.com as of Q1 2023.

Based on Cherrydale Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.