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OneAscent Wealth Management’s JD.com JD Stock Holding History

OneAscent Wealth Management’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
2021
Q1 		$235K Buy
2,791
+86
+3% +$7.88K 0.1% 181
2020
Q4 		$238K Buy
+2,705
New +$226K 0.11% 176

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

OneAscent Wealth Management's JD Position: Q1 2021 in Review

OneAscent Wealth Management increased its JD.com (JD) stake by 3.2% in Q1 2021, buying an estimated $7.88K and bringing the position to 2,791 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #181.

OneAscent Wealth Management first reported a position in JD in Q4 2020 and has held it in 2 quarters since. The position peaked at $238K in Q4 2020. 740 funds tracked by Wall St. Rank hold JD as of Q1 2021.

  • OneAscent Wealth Management held 2,791 shares of JD.com worth $235K as of Q1 2021.
  • OneAscent Wealth Management bought 86 JD.com shares in Q1 2021, an estimated $7.88K.
  • JD.com made up 0.1% of OneAscent Wealth Management's portfolio in Q1 2021, its #181 holding.
  • OneAscent Wealth Management first reported a position in JD.com in Q4 2020 and has held it in 2 quarters since.
  • OneAscent Wealth Management's JD.com position peaked at $238K in Q4 2020.
  • 740 funds tracked by Wall St. Rank held JD.com as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.