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Glassman Wealth Services’s JD.com JD Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-808
Closed -$23.3K – 1006
2023
Q4 		$23.3K Buy
808
+744
+1,163% +$20.2K ﹤0.01% 647
2023
Q3 		$1.86K Sell
64
-182
-74% -$6.34K ﹤0.01% 1353
2023
Q2 		$8.4K Buy
246
+88
+56% +$3.2K ﹤0.01% 858
2023
Q1 		$6.93K Sell
158
-249
-61% -$12.9K ﹤0.01% 909
2022
Q4 		$22.8K Sell
407
-117
-22% -$5.89K ﹤0.01% 631
2022
Q3 		$26K Buy
524
+50
+11% +$2.96K 0.01% 552
2022
Q2 		$30K Buy
474
+168
+55% +$9.69K 0.01% 509
2022
Q1 		$18K Buy
306
+17
+6% +$1.16K ﹤0.01% 677
2021
Q4 		$20K Sell
289
-24
-8% -$1.9K ﹤0.01% 609
2021
Q3 		$23K Buy
313
+17
+6% +$1.25K ﹤0.01% 545
2021
Q2 		$24K Buy
296
+89
+43% +$6.7K 0.01% 525
2021
Q1 		$17K Hold
207
– – ﹤0.01% 573
2020
Q4 		$18K Hold
207
– – ﹤0.01% 557
2020
Q3 		$16K Buy
207
+121
+141% +$8.41K ﹤0.01% 488
2020
Q2 		$5K Buy
+86
New +$4.35K ﹤0.01% 622
2019
Q3 		– Sell
-2,000
Closed -$61K – 1210
2019
Q2 		$61K Hold
2,000
– – 0.02% 217
2019
Q1 		$60K Sell
2,000
-500
-20% -$12.7K 0.03% 213
2018
Q4 		$52K Hold
2,500
– – 0.03% 188
2018
Q3 		$65K Buy
2,500
+2,000
+400% +$65.5K 0.03% 192
2018
Q2 		$19K Buy
+500
New +$19.3K 0.01% 306

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

Glassman Wealth Services's JD Position: Q1 2024 in Review

Glassman Wealth Services sold out of JD.com (JD) in Q1 2024, closing a stake of 808 shares — an estimated $23.3K sold.

Glassman Wealth Services first reported a position in JD in Q2 2018 and held it in 20 quarters. The position peaked at $65K in Q3 2018. 433 funds tracked by Wall St. Rank hold JD as of Q1 2024.

  • Glassman Wealth Services reported no remaining JD.com position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 808 JD.com shares in Q1 2024, an estimated $23.3K.
  • Glassman Wealth Services first reported a position in JD.com in Q2 2018 and held it in 20 quarters.
  • Glassman Wealth Services's JD.com position peaked at $65K in Q3 2018.
  • 433 funds tracked by Wall St. Rank held JD.com as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.