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	-700	Closed	-$2K	–	341
2021 Q2	$2K	Buy	+700	New	+$156K	﹤0.01%	327

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

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.