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Wealthspire Advisors (Maryland)’s JD.com JD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-50
Closed -$2K – 1235
2019
Q1 		$2K Hold
50
– – ﹤0.01% 2165
2018
Q4 		$1K Sell
50
-220
-81% -$4.92K ﹤0.01% 2283
2018
Q3 		$7K Sell
270
-2,610
-91% -$85.5K ﹤0.01% 1662
2018
Q2 		$112K Buy
2,880
+44
+2% +$1.7K 0.01% 659
2018
Q1 		$115K Buy
2,836
+2,380
+522% +$108K 0.01% 657
2017
Q4 		$19K Buy
456
+58
+15% +$2.28K ﹤0.01% 1346
2017
Q3 		$15K Buy
+398
New +$17K ﹤0.01% 1408
2016
Q4 		– Sell
-1,790
Closed -$47K – 1800
2016
Q3 		$47K Hold
1,790
– – 0.01% 791
2016
Q2 		$38K Buy
+1,790
New +$43.2K 0.01% 808

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of JD.com (JD) in Q2 2019, closing a stake of 50 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in JD in Q2 2016 and held it in 9 quarters. The position peaked at $115K in Q1 2018. 489 funds tracked by Wall St. Rank hold JD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining JD.com position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 JD.com shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in JD.com in Q2 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s JD.com position peaked at $115K in Q1 2018.
  • 489 funds tracked by Wall St. Rank held JD.com as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.