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Optimum Investment Advisors’s JD.com JD Stock Holding History

Optimum Investment 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
Q1 		– Sell
-100
Closed -$2.89K – 654
2023
Q4 		$2.89K Hold
100
– – ﹤0.01% 578
2023
Q3 		$2.91K Hold
100
– – ﹤0.01% 639
2023
Q2 		$3.41K Hold
100
– – ﹤0.01% 633
2023
Q1 		$4.39K Hold
100
– – ﹤0.01% 634
2022
Q4 		$5.61K Hold
100
– – ﹤0.01% 617
2022
Q3 		$5K Hold
100
– – ﹤0.01% 655
2022
Q2 		$6K Buy
100
+50
+100% +$2.88K ﹤0.01% 652
2022
Q1 		$3K Hold
50
– – ﹤0.01% 767
2021
Q4 		$4K Hold
50
– – ﹤0.01% 745
2021
Q3 		$4K Sell
50
-400
-89% -$29.5K ﹤0.01% 756
2021
Q2 		$36K Sell
450
-100
-18% -$7.53K 0.01% 572
2021
Q1 		$46K Buy
550
+100
+22% +$9.17K 0.01% 520
2020
Q4 		$40K Sell
450
-20
-4% -$1.67K 0.01% 517
2020
Q3 		$36K Buy
+470
New +$32.7K 0.01% 500
2020
Q1 		– Sell
-200
Closed -$7K – 906
2019
Q4 		$7K Hold
200
– – ﹤0.01% 815
2019
Q3 		$6K Hold
200
– – ﹤0.01% 864
2019
Q2 		$6K Hold
200
– – ﹤0.01% 831
2019
Q1 		$6K Hold
200
– – ﹤0.01% 878
2018
Q4 		$4K Sell
200
-200
-50% -$4.47K ﹤0.01% 866
2018
Q3 		$10K Hold
400
– – ﹤0.01% 841
2018
Q2 		$16K Hold
400
– – ﹤0.01% 778
2018
Q1 		$16K Buy
+400
New +$18.1K ﹤0.01% 743

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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Optimum Investment Advisors's JD Position: Q1 2024 in Review

Optimum Investment Advisors sold out of JD.com (JD) in Q1 2024, closing a stake of 100 shares — an estimated $2.89K sold.

Optimum Investment Advisors first reported a position in JD in Q1 2018 and held it in 22 quarters. The position peaked at $46K in Q1 2021. 433 funds tracked by Wall St. Rank hold JD as of Q1 2024.

  • Optimum Investment Advisors reported no remaining JD.com position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 JD.com shares in Q1 2024, an estimated $2.89K.
  • Optimum Investment Advisors first reported a position in JD.com in Q1 2018 and held it in 22 quarters.
  • Optimum Investment Advisors's JD.com position peaked at $46K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held JD.com as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.