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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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHM Wealth Advisors's JD Position: Q2 2024 in Review

HHM Wealth Advisors sold out of JD.com (JD) in Q2 2024, closing a stake of 208 shares — an estimated $5.7K sold.

HHM Wealth Advisors first reported a position in JD in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q2 2022. 453 funds tracked by Wall St. Rank hold JD as of Q2 2024.

  • HHM Wealth Advisors reported no remaining JD.com position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 208 JD.com shares in Q2 2024, an estimated $5.7K.
  • HHM Wealth Advisors first reported a position in JD.com in Q2 2021 and held it in 9 quarters.
  • HHM Wealth Advisors's JD.com position peaked at $13K in Q2 2022.
  • 453 funds tracked by Wall St. Rank held JD.com as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.