Heritage Wealth Management (Arizona)’s JD.com JD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$36.8K	Buy	656 +295	+82%	+$14.8K	0.01%	553
2022 Q3	$18K	Sell	361 -236	-40%	-$14K	0.01%	553
2022 Q2	$38.3K	Buy	597 +100	+20%	+$5.77K	0.01%	457
2022 Q1	$29K	Buy	+497	New	+$33.8K	0.01%	543
2021 Q3	$49K	Sell	685 -188	-22%	-$13.9K	0.02%	448
2021 Q2	$70K	Sell	873 -1,228	-58%	-$92.4K	0.03%	403
2021 Q1	$177K	Buy	+2,101	New	+$193K	0.1%	180

Other funds holding JD

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its JD.com (JD) stake by 82% in Q4 2022, buying an estimated $14.8K and bringing the position to 656 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #553.

Heritage Wealth Management (Arizona) first reported a position in JD in Q1 2021 and has held it in 7 quarters since. The position peaked at $177K in Q1 2021. 560 funds tracked by Wall St. Rank hold JD as of Q4 2022.

Heritage Wealth Management (Arizona) held 656 shares of JD.com worth $36.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 295 JD.com shares in Q4 2022, an estimated $14.8K.
JD.com made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #553 holding.
Heritage Wealth Management (Arizona) first reported a position in JD.com in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s JD.com position peaked at $177K in Q1 2021.
560 funds tracked by Wall St. Rank held JD.com as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.