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Avantax Planning Partners’s Alibaba BABA Stock Holding History

Avantax Planning Partners’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
-1,516
Closed -$344K – 342
2021
Q2 		$344K Buy
1,516
+610
+67% +$136K 0.02% 240
2021
Q1 		$205K Sell
906
-180
-17% -$44.2K 0.01% 291
2020
Q4 		$253K Buy
1,086
+199
+22% +$55.2K 0.01% 247
2020
Q3 		$261K Buy
+887
New +$234K 0.01% 248
2018
Q4 		– Sell
-651
Closed -$107K – 362
2018
Q3 		$107K Buy
+651
New +$115K 0.01% 332
2018
Q2 		– Sell
-883
Closed -$161K – 351
2018
Q1 		$161K Buy
+883
New +$166K 0.01% 329

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Avantax Planning Partners's BABA Position: Q3 2021 in Review

Avantax Planning Partners sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,516 shares — an estimated $344K sold.

Avantax Planning Partners first reported a position in BABA in Q1 2018 and held it in 6 quarters. The position peaked at $344K in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Avantax Planning Partners reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 1,516 Alibaba shares in Q3 2021, an estimated $344K.
  • Avantax Planning Partners first reported a position in Alibaba in Q1 2018 and held it in 6 quarters.
  • Avantax Planning Partners's Alibaba position peaked at $344K in Q2 2021.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Avantax Planning Partners's 13F filing for Q3 2021, filed 27 Oct 2021.