Atlas Private Wealth Management’s Alibaba BABA Stock Holding History

Atlas Private 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
2021 Q3	–	Sell	-962	Closed	-$218K	–	117
2021 Q2	$218K	Hold	962	–	–	0.13%	115
2021 Q1	$218K	Hold	962	–	–	0.14%	112
2020 Q4	$224K	Hold	962	–	–	0.16%	110
2020 Q3	$283K	Hold	962	–	–	0.22%	91
2020 Q2	$208K	Hold	962	–	–	0.17%	107
2020 Q1	$187K	Sell	962 -15	-2%	-$3.13K	0.17%	111
2019 Q4	$207K	Buy	+977	New	+$183K	0.16%	121

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

Atlas Private Wealth Management's BABA Position: Q3 2021 in Review

Atlas Private Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 962 shares — an estimated $218K sold.

Atlas Private Wealth Management first reported a position in BABA in Q4 2019 and held it in 7 quarters. The position peaked at $283K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Atlas Private Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 962 Alibaba shares in Q3 2021, an estimated $218K.
Atlas Private Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 7 quarters.
Atlas Private Wealth Management's Alibaba position peaked at $283K in Q3 2020.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Atlas Private Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.