Ropes Wealth Advisors’s JD.com JD Stock Holding History

Ropes Wealth 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
2022 Q3	–	Sell	-3,319	Closed	-$213K	–	270
2022 Q2	$213K	Buy	+3,319	New	+$191K	0.04%	254
2022 Q1	–	Sell	-3,400	Closed	-$238K	–	298
2021 Q4	$238K	Hold	3,400	–	–	0.04%	245
2021 Q3	$246K	Sell	3,400 -6	-0.2%	-$442	0.04%	249
2021 Q2	$272K	Buy	+3,406	New	+$256K	0.04%	236
2021 Q1	–	Sell	-1,006	Closed	-$88K	–	517
2020 Q4	$88K	Buy	1,006 +6	+0.6%	+$501	0.01%	327
2020 Q3	$78K	Hold	1,000	–	–	0.02%	294
2020 Q2	$60K	Hold	1,000	–	–	0.01%	299
2020 Q1	$41K	Hold	1,000	–	–	0.01%	298
2019 Q4	$35K	Hold	1,000	–	–	0.01%	363
2019 Q3	$28K	Hold	1,000	–	–	0.01%	395
2019 Q2	$30K	Buy	+1,000	New	+$28.8K	0.01%	389

Other funds holding JD

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ropes Wealth Advisors's JD Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of JD.com (JD) in Q3 2022, closing a stake of 3,319 shares — an estimated $213K sold.

Ropes Wealth Advisors first reported a position in JD in Q2 2019 and held it in 11 quarters. The position peaked at $272K in Q2 2021. 546 funds tracked by Wall St. Rank hold JD as of Q3 2022.

Ropes Wealth Advisors reported no remaining JD.com position as of Q3 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 3,319 JD.com shares in Q3 2022, an estimated $213K.
Ropes Wealth Advisors first reported a position in JD.com in Q2 2019 and held it in 11 quarters.
Ropes Wealth Advisors's JD.com position peaked at $272K in Q2 2021.
546 funds tracked by Wall St. Rank held JD.com as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.