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

Focused 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
2020 Q4	–	Sell	-4,000	Closed	-$12K	–	863
2020 Q3	$12K	Buy	+4,000	New	+$278K	﹤0.01%	490
2019 Q3	–	Sell	-12,000	Closed	-$17K	–	739
2019 Q2	$17K	Buy	+12,000	New	+$345K	﹤0.01%	437
2018 Q4	–	Sell	-8,000	Closed	-$1K	–	724
2018 Q3	$1K	Buy	+8,000	New	+$262K	﹤0.01%	617
2018 Q2	–	Sell	-8,000	Closed	-$24K	–	705
2018 Q1	$24K	Buy	+8,000	New	+$363K	0.01%	368

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Focused Wealth Management's JD Position: Q1 2024 in Review

Focused Wealth Management sold out of JD.com (JD) in Q1 2024, closing a stake of 3,052 shares — an estimated $88.2K sold.

Focused Wealth Management first reported a position in JD in Q4 2017 and held it in 25 quarters. The position peaked at $965K in Q1 2019. 433 funds tracked by Wall St. Rank hold JD as of Q1 2024.

Focused Wealth Management reported no remaining JD.com position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 3,052 JD.com shares in Q1 2024, an estimated $88.2K.
Focused Wealth Management first reported a position in JD.com in Q4 2017 and held it in 25 quarters.
Focused Wealth Management's JD.com position peaked at $965K in Q1 2019.
433 funds tracked by Wall St. Rank held JD.com as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.