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KCS Wealth Advisory’s JD.com JD Stock Holding History

KCS Wealth Advisory’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
Q3 		$493K Buy
16,916
+6,363
+60% +$222K 0.21% 95
2023
Q2 		$360K Buy
10,553
+292
+3% +$10.6K 0.12% 122
2023
Q1 		$450K Sell
10,261
-740
-7% -$38.2K 0.17% 103
2022
Q4 		$617K Sell
11,001
-1,020
-8% -$51.3K 0.26% 93
2022
Q3 		$605K Sell
12,021
-9,494
-44% -$562K 0.28% 93
2022
Q2 		$1.38M Buy
21,515
+1,199
+6% +$69.2K 0.61% 62
2022
Q1 		$1.18M Buy
20,316
+2,213
+12% +$150K 0.54% 68
2021
Q4 		$1.27M Sell
18,103
-459
-2% -$36.3K 0.51% 66
2021
Q3 		$1.34M Buy
18,562
+1,674
+10% +$123K 0.63% 53
2021
Q2 		$1.35M Buy
16,888
+439
+3% +$33K 0.63% 52
2021
Q1 		$1.39M Buy
16,449
+301
+2% +$27.6K 0.72% 46
2020
Q4 		$1.42M Sell
16,148
-635
-4% -$53K 0.94% 33
2020
Q3 		$1.3M Sell
16,783
-131
-0.8% -$9.1K 1.04% 29
2020
Q2 		$1.02M Sell
16,914
-1,473
-8% -$74.6K 0.84% 45
2020
Q1 		$745K Sell
18,387
-1,426
-7% -$57K 0.76% 51
2019
Q4 		$698K Sell
19,813
-14
-0.1% -$452 0.52% 84
2019
Q3 		$559K Buy
19,827
+237
+1% +$7.16K 0.39% 96
2019
Q2 		$593K Buy
19,590
+3,803
+24% +$109K 0.47% 85
2019
Q1 		$476K Buy
15,787
+3,819
+32% +$97.1K 0.41% 99
2018
Q4 		$250K Sell
11,968
-4,095
-25% -$91.6K 0.26% 126
2018
Q3 		$419K Buy
16,063
+507
+3% +$16.6K 0.39% 103
2018
Q2 		$606K Buy
15,556
+4,491
+41% +$173K 0.56% 78
2018
Q1 		$448K Buy
+11,065
New +$502K 0.41% 97

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCS Wealth Advisory's JD Position: Q3 2023 in Review

KCS Wealth Advisory increased its JD.com (JD) stake by 60% in Q3 2023, buying an estimated $222K and bringing the position to 16,916 shares worth $493K. The position accounts for 0.21% of the portfolio, ranked #95.

KCS Wealth Advisory first reported a position in JD in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2020. 433 funds tracked by Wall St. Rank hold JD as of Q3 2023.

  • KCS Wealth Advisory held 16,916 shares of JD.com worth $493K as of Q3 2023.
  • KCS Wealth Advisory bought 6,363 JD.com shares in Q3 2023, an estimated $222K.
  • JD.com made up 0.21% of KCS Wealth Advisory's portfolio in Q3 2023, its #95 holding.
  • KCS Wealth Advisory first reported a position in JD.com in Q1 2018 and has held it in 23 quarters since.
  • KCS Wealth Advisory's JD.com position peaked at $1.42M in Q4 2020.
  • 433 funds tracked by Wall St. Rank held JD.com as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.