Walled Lake Planning & Wealth Management’s JD.com JD Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-470	Closed	-$34K	–	212
2021 Q3	$34K	Hold	470	–	–	0.02%	186
2021 Q2	$38K	Hold	470	–	–	0.02%	168
2021 Q1	$40K	Hold	470	–	–	0.03%	159
2020 Q4	$41K	Hold	470	–	–	0.03%	147
2020 Q3	$36K	Hold	470	–	–	0.03%	145
2020 Q2	$28K	Hold	470	–	–	0.02%	136
2020 Q1	$19K	Hold	470	–	–	0.02%	144
2019 Q4	$17K	Buy	+470	New	+$15.2K	0.01%	168

Other funds holding JD

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Walled Lake Planning & Wealth Management's JD Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of JD.com (JD) in Q4 2021, closing a stake of 470 shares — an estimated $34K sold.

Walled Lake Planning & Wealth Management first reported a position in JD in Q4 2019 and held it in 8 quarters. The position peaked at $41K in Q4 2020. 667 funds tracked by Wall St. Rank hold JD as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining JD.com position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 470 JD.com shares in Q4 2021, an estimated $34K.
Walled Lake Planning & Wealth Management first reported a position in JD.com in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's JD.com position peaked at $41K in Q4 2020.
667 funds tracked by Wall St. Rank held JD.com as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.