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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,300
Closed -$231K 181
2021
Q4
$231K Sell
3,300
-250
-7% -$19.8K 0.05% 163
2021
Q3
$256K Buy
+3,550
New +$262K 0.06% 141

Other funds holding JD

Sax Wealth Advisors's JD Position: Q1 2022 in Review

Sax Wealth Advisors sold out of JD.com (JD) in Q1 2022, closing a stake of 3,300 shares — an estimated $231K sold.

Sax Wealth Advisors first reported a position in JD in Q3 2021 and held it in 2 quarters. The position peaked at $256K in Q3 2021. 567 funds tracked by Wall St. Rank hold JD as of Q1 2022.

  • Sax Wealth Advisors reported no remaining JD.com position as of Q1 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,300 JD.com shares in Q1 2022, an estimated $231K.
  • Sax Wealth Advisors first reported a position in JD.com in Q3 2021 and held it in 2 quarters.
  • Sax Wealth Advisors's JD.com position peaked at $256K in Q3 2021.
  • 567 funds tracked by Wall St. Rank held JD.com as of Q1 2022.

Based on Sax Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.