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Altium Wealth Management’s Alibaba BABA Stock Holding History

Altium 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
2018
Q4 		– Sell
-1,278
Closed -$211K – 275
2018
Q3 		$211K Sell
1,278
-367
-22% -$64.9K 0.04% 267
2018
Q2 		$305K Buy
+1,645
New +$314K 0.08% 180

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Baillie Gifford & Co
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Altium Wealth Management's BABA Position: Q4 2018 in Review

Altium Wealth Management sold out of Alibaba (BABA) in Q4 2018, closing a stake of 1,278 shares — an estimated $211K sold.

Altium Wealth Management first reported a position in BABA in Q2 2018 and held it in 2 quarters. The position peaked at $305K in Q2 2018. 1,411 funds tracked by Wall St. Rank hold BABA as of Q4 2018.

  • Altium Wealth Management reported no remaining Alibaba position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 1,278 Alibaba shares in Q4 2018, an estimated $211K.
  • Altium Wealth Management first reported a position in Alibaba in Q2 2018 and held it in 2 quarters.
  • Altium Wealth Management's Alibaba position peaked at $305K in Q2 2018.
  • 1,411 funds tracked by Wall St. Rank held Alibaba as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.