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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
2019
Q3 		– Sell
-6,000
Closed -$4K – 740
2019
Q2 		$4K Buy
+6,000
New +$173K ﹤0.01% 619
2018
Q4 		– Sell
-4,000
Closed -$19K – 725
2018
Q3 		$19K Buy
+4,000
New +$131K 0.01% 371

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Two Sigma Advisers
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.