United Capital Financial 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
2021
Q1
– Sell
-2,550
Closed -$224K – 1215
2020
Q4
$224K Sell
2,550
-42,521
-94% -$3.55M ﹤0.01% 1095
2020
Q3
$3.5M Sell
45,071
-19,343
-30% -$1.34M 0.02% 398
2020
Q2
$3.88M Buy
+64,414
New +$3.26M 0.03% 403
2017
Q4
– Sell
-6,548
Closed -$250K – 1334
2017
Q3
$250K Buy
6,548
+797
+14% +$34.1K ﹤0.01% 1175
2017
Q2
$226K Buy
+5,751
New +$217K ﹤0.01% 1168
2016
Q1
– Sell
-10,137
Closed -$327K – 1243
2015
Q4
$327K Buy
10,137
+1,363
+16% +$40.2K ﹤0.01% 991
2015
Q3
$229K Buy
+8,774
New +$254K ﹤0.01% 1125

Other funds holding JD

United Capital Financial Advisors's JD Position: Q1 2021 in Review

United Capital Financial Advisors sold out of JD.com (JD) in Q1 2021, closing a stake of 2,550 shares — an estimated $224K sold.

United Capital Financial Advisors first reported a position in JD in Q3 2015 and held it in 7 quarters. The position peaked at $3.88M in Q2 2020. 743 funds tracked by Wall St. Rank hold JD as of Q1 2021.

  • United Capital Financial Advisors reported no remaining JD.com position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,550 JD.com shares in Q1 2021, an estimated $224K.
  • United Capital Financial Advisors first reported a position in JD.com in Q3 2015 and held it in 7 quarters.
  • United Capital Financial Advisors's JD.com position peaked at $3.88M in Q2 2020.
  • 743 funds tracked by Wall St. Rank held JD.com as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.