HWA
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HHM Wealth Advisors’s JD.com JD Stock Holding History

HHM Wealth Advisors’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
Q2 		– Sell
-208
Closed -$5.7K – 824
2024
Q1 		$5.7K Sell
208
-172
-45% -$4.21K ﹤0.01% 613
2023
Q4 		$11K Buy
380
+237
+166% +$6.42K ﹤0.01% 498
2023
Q3 		$4.17K Sell
143
-142
-50% -$4.95K ﹤0.01% 655
2023
Q2 		$9.73K Hold
285
– – ﹤0.01% 537
2023
Q1 		$12.5K Buy
285
+103
+57% +$5.32K ﹤0.01% 478
2022
Q4 		$10.2K Hold
182
– – ﹤0.01% 445
2022
Q3 		$9K Hold
182
– – ﹤0.01% 455
2022
Q2 		$13K Buy
+182
New +$10.5K ﹤0.01% 487
2021
Q3 		– Sell
-50
Closed -$4K – 638
2021
Q2 		$4K Buy
+50
New +$3.76K ﹤0.01% 543

Other funds holding JD

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return