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Acorn Wealth Advisors’s Alibaba BABA Stock Holding History

Acorn Wealth Advisors’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-327
Closed -$62K – 141
2018
Q2 		$62K Hold
327
– – 0.05% 234
2018
Q1 		$59K Hold
327
– – 0.05% 234
2017
Q4 		$62K Buy
+327
New +$58.6K 0.06% 227

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorn Wealth Advisors's BABA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Alibaba (BABA) in Q3 2018, closing a stake of 327 shares — an estimated $62K sold.

Acorn Wealth Advisors first reported a position in BABA in Q4 2017 and held it in 3 quarters. The position peaked at $62K in Q2 2018. 1,382 funds tracked by Wall St. Rank hold BABA as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Alibaba position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 327 Alibaba shares in Q3 2018, an estimated $62K.
  • Acorn Wealth Advisors first reported a position in Alibaba in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Alibaba position peaked at $62K in Q2 2018.
  • 1,382 funds tracked by Wall St. Rank held Alibaba as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.