SWRP
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Summit Wealth & Retirement Planning’s JD.com JD Stock Holding History

Summit Wealth & Retirement Planning’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
2020
Q3 		– Sell
-3,752
Closed -$226K – 108
2020
Q2 		$226K Buy
+3,752
New +$190K 0.11% 104

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Summit Wealth & Retirement Planning's JD Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of JD.com (JD) in Q3 2020, closing a stake of 3,752 shares — an estimated $226K sold.

Summit Wealth & Retirement Planning first reported a position in JD in Q2 2020 and held it in 1 quarter. The position peaked at $226K in Q2 2020. 706 funds tracked by Wall St. Rank hold JD as of Q3 2020.

  • Summit Wealth & Retirement Planning reported no remaining JD.com position as of Q3 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,752 JD.com shares in Q3 2020, an estimated $226K.
  • Summit Wealth & Retirement Planning first reported a position in JD.com in Q2 2020 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's JD.com position peaked at $226K in Q2 2020.
  • 706 funds tracked by Wall St. Rank held JD.com as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.