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

Congress 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
Q4 		– Sell
-8,811
Closed -$257K – 642
2023
Q3 		$257K Buy
8,811
+276
+3% +$9.61K 0.01% 546
2023
Q2 		$291K Buy
8,535
+14
+0.2% +$509 0.01% 487
2023
Q1 		$374K Buy
8,521
+2,177
+34% +$112K 0.01% 453
2022
Q4 		$356K Sell
6,344
-788
-11% -$39.6K 0.01% 455
2022
Q3 		$359K Buy
7,132
+757
+12% +$44.8K 0.01% 443
2022
Q2 		$410K Buy
+6,375
New +$368K 0.01% 434

Other funds holding JD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Congress Wealth Management's JD Position: Q4 2023 in Review

Congress Wealth Management sold out of JD.com (JD) in Q4 2023, closing a stake of 8,811 shares — an estimated $257K sold.

Congress Wealth Management first reported a position in JD in Q2 2022 and held it in 6 quarters. The position peaked at $410K in Q2 2022. 451 funds tracked by Wall St. Rank hold JD as of Q4 2023.

  • Congress Wealth Management reported no remaining JD.com position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 8,811 JD.com shares in Q4 2023, an estimated $257K.
  • Congress Wealth Management first reported a position in JD.com in Q2 2022 and held it in 6 quarters.
  • Congress Wealth Management's JD.com position peaked at $410K in Q2 2022.
  • 451 funds tracked by Wall St. Rank held JD.com as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.