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Aevitas Wealth Management’s Alibaba BABA Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-305
Closed -$55K – 118
2019
Q1 		$55K Hold
305
– – 0.05% 181
2018
Q4 		$42K Buy
305
+70
+30% +$10.3K 0.04% 193
2018
Q3 		$39K Hold
235
– – 0.04% 219
2018
Q2 		$44K Hold
235
– – 0.04% 206
2018
Q1 		$43K Hold
235
– – 0.04% 190
2017
Q4 		$41K Buy
+235
New +$42.1K 0.04% 197

Other funds holding BABA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Aevitas Wealth Management's BABA Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Alibaba (BABA) in Q2 2019, closing a stake of 305 shares — an estimated $55K sold.

Aevitas Wealth Management first reported a position in BABA in Q4 2017 and held it in 6 quarters. The position peaked at $55K in Q1 2019. 1,494 funds tracked by Wall St. Rank hold BABA as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Alibaba position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 305 Alibaba shares in Q2 2019, an estimated $55K.
  • Aevitas Wealth Management first reported a position in Alibaba in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Alibaba position peaked at $55K in Q1 2019.
  • 1,494 funds tracked by Wall St. Rank held Alibaba as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.