Clear Perspective Advisors’s JD.com JD Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$206K	Buy	2,940 +10	+0.3%	+$791	0.06%	173
2021 Q3	$212K	Sell	2,930 -200	-6%	-$14.7K	0.07%	157
2021 Q2	$250K	Sell	3,130 -975	-24%	-$73.4K	0.09%	146
2021 Q1	$346K	Sell	4,105 -75	-2%	-$6.88K	0.14%	112
2020 Q4	$367K	Sell	4,180 -175	-4%	-$14.6K	0.15%	104
2020 Q3	$295	Sell	4,355 -250	-5%	-$17.4K	0.14%	110
2020 Q2	$277K	Sell	4,605 -1,300	-22%	-$65.8K	0.15%	102
2020 Q1	$239K	Sell	5,905 -975	-14%	-$39K	0.16%	99
2019 Q4	$242K	Buy	+6,880	New	+$222K	0.15%	123
2018 Q3	–	Sell	-1,025	Closed	-$40K	–	293
2018 Q2	$40K	Buy	1,025 +925	+925%	+$35.7K	0.03%	274
2018 Q1	$4K	Sell	100 -5,300	-98%	-$240K	﹤0.01%	413
2017 Q4	$224K	Buy	5,400 +2,400	+80%	+$94.4K	0.17%	127
2017 Q3	$115K	Buy	+3,000	New	+$128K	0.09%	173

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DSA

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Clear Perspective Advisors's JD Position: Q4 2021 in Review

Clear Perspective Advisors increased its JD.com (JD) stake by 0.34% in Q4 2021, buying an estimated $791 and bringing the position to 2,940 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #173.

Clear Perspective Advisors first reported a position in JD in Q3 2017 and has held it in 13 quarters since. The position peaked at $367K in Q4 2020. 668 funds tracked by Wall St. Rank hold JD as of Q4 2021.

Clear Perspective Advisors held 2,940 shares of JD.com worth $206K as of Q4 2021.
Clear Perspective Advisors bought 10 JD.com shares in Q4 2021, an estimated $791.
JD.com made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #173 holding.
Clear Perspective Advisors first reported a position in JD.com in Q3 2017 and has held it in 13 quarters since.
Clear Perspective Advisors's JD.com position peaked at $367K in Q4 2020.
668 funds tracked by Wall St. Rank held JD.com as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.