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Sheets Smith Wealth Management’s JD.com JD Stock Holding History

Sheets Smith 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
Q2 		– Sell
-5,863
Closed -$494K – 367
2021
Q1 		$494K Buy
5,863
+177
+3% +$16.2K 0.07% 209
2020
Q4 		$500K Buy
+5,686
New +$475K 0.08% 200

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sheets Smith Wealth Management's JD Position: Q2 2021 in Review

Sheets Smith Wealth Management sold out of JD.com (JD) in Q2 2021, closing a stake of 5,863 shares — an estimated $494K sold.

Sheets Smith Wealth Management first reported a position in JD in Q4 2020 and held it in 2 quarters. The position peaked at $500K in Q4 2020. 728 funds tracked by Wall St. Rank hold JD as of Q2 2021.

  • Sheets Smith Wealth Management reported no remaining JD.com position as of Q2 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,863 JD.com shares in Q2 2021, an estimated $494K.
  • Sheets Smith Wealth Management first reported a position in JD.com in Q4 2020 and held it in 2 quarters.
  • Sheets Smith Wealth Management's JD.com position peaked at $500K in Q4 2020.
  • 728 funds tracked by Wall St. Rank held JD.com as of Q2 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.