High Net Worth Advisory Group’s JD.com JD Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-2,300	Closed	-$129K	–	394
2022 Q4	$129K	Hold	2,300	–	–	0.05%	220
2022 Q3	$116K	Hold	2,300	–	–	0.05%	225
2022 Q2	$148K	Hold	2,300	–	–	0.06%	208
2022 Q1	$133K	Hold	2,300	–	–	0.05%	222
2021 Q4	$161K	Buy	+2,300	New	+$182K	0.06%	206

Other funds holding JD

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

AMH

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

High Net Worth Advisory Group's JD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of JD.com (JD) in Q1 2023, closing a stake of 2,300 shares — an estimated $129K sold.

High Net Worth Advisory Group first reported a position in JD in Q4 2021 and held it in 5 quarters. The position peaked at $161K in Q4 2021. 510 funds tracked by Wall St. Rank hold JD as of Q1 2023.

High Net Worth Advisory Group reported no remaining JD.com position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,300 JD.com shares in Q1 2023, an estimated $129K.
High Net Worth Advisory Group first reported a position in JD.com in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's JD.com position peaked at $161K in Q4 2021.
510 funds tracked by Wall St. Rank held JD.com as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.