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Polaris Wealth Advisory Group’s JD.com JD Stock Holding History

Polaris Wealth 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
2022
Q3 		– Sell
-90,498
Closed -$5.81M – 169
2022
Q2 		$5.81M Buy
+90,498
New +$5.22M 0.46% 53
2018
Q3 		– Sell
-67,727
Closed -$2.74M – 527
2018
Q2 		$2.74M Hold
67,727
– – 0.23% 68
2018
Q1 		$2.74M Buy
+67,727
New +$3.07M 0.22% 70

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's JD Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of JD.com (JD) in Q3 2022, closing a stake of 90,498 shares — an estimated $5.81M sold.

Polaris Wealth Advisory Group first reported a position in JD in Q1 2018 and held it in 3 quarters. The position peaked at $5.81M in Q2 2022. 546 funds tracked by Wall St. Rank hold JD as of Q3 2022.

  • Polaris Wealth Advisory Group reported no remaining JD.com position as of Q3 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 90,498 JD.com shares in Q3 2022, an estimated $5.81M.
  • Polaris Wealth Advisory Group first reported a position in JD.com in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's JD.com position peaked at $5.81M in Q2 2022.
  • 546 funds tracked by Wall St. Rank held JD.com as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.