SWA
JD icon

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

Stratos 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
2024
Q2 		– Sell
-53,722
Closed -$1.47M – 739
2024
Q1 		$1.47M Buy
+53,722
New +$1.32M 0.09% 246
2023
Q4 		– Sell
-30,120
Closed -$877K – 715
2023
Q3 		$877K Sell
30,120
-8,840
-23% -$308K 0.06% 330
2023
Q2 		$1.33M Buy
38,960
+45
+0.1% +$1.64K 0.09% 246
2023
Q1 		$1.71M Buy
38,915
+4,825
+14% +$249K 0.13% 210
2022
Q4 		$1.91M Buy
+34,090
New +$1.72M 0.16% 181

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stratos Wealth Advisors's JD Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of JD.com (JD) in Q2 2024, closing a stake of 53,722 shares — an estimated $1.47M sold.

Stratos Wealth Advisors first reported a position in JD in Q4 2022 and held it in 5 quarters. The position peaked at $1.91M in Q4 2022. 453 funds tracked by Wall St. Rank hold JD as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining JD.com position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 53,722 JD.com shares in Q2 2024, an estimated $1.47M.
  • Stratos Wealth Advisors first reported a position in JD.com in Q4 2022 and held it in 5 quarters.
  • Stratos Wealth Advisors's JD.com position peaked at $1.91M in Q4 2022.
  • 453 funds tracked by Wall St. Rank held JD.com as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.