American Trust Investment Advisors’s Alibaba BABA Stock Holding History

American Trust Investment 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
2021 Q3	–	Sell	-12,285	Closed	-$2.79M	–	86
2021 Q2	$2.79M	Buy	12,285 +620	+5%	+$138K	1.5%	33
2021 Q1	$2.65M	Buy	+11,665	New	+$2.87M	1.54%	30
2017 Q3	–	Sell	-4,460	Closed	-$628K	–	76
2017 Q2	$628K	Hold	4,460	–	–	0.55%	43
2017 Q1	$481K	Hold	4,460	–	–	0.44%	46
2016 Q4	$392K	Buy	+4,460	New	+$429K	0.38%	47

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

American Trust Investment Advisors's BABA Position: Q3 2021 in Review

American Trust Investment Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 12,285 shares — an estimated $2.79M sold.

American Trust Investment Advisors first reported a position in BABA in Q4 2016 and held it in 5 quarters. The position peaked at $2.79M in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

American Trust Investment Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
American Trust Investment Advisors sold 12,285 Alibaba shares in Q3 2021, an estimated $2.79M.
American Trust Investment Advisors first reported a position in Alibaba in Q4 2016 and held it in 5 quarters.
American Trust Investment Advisors's Alibaba position peaked at $2.79M in Q2 2021.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on American Trust Investment Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.