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Bartlett & Co Wealth Management’s Vipshop VIPS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio VIPS Stock Details VIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,250
Closed -$97K – 1099
2021
Q1 		$97K Hold
3,250
– – ﹤0.01% 424
2020
Q4 		$91.4K Hold
3,250
– – ﹤0.01% 427
2020
Q3 		$50.8K Hold
3,250
– – ﹤0.01% 495
2020
Q2 		$64.7K Buy
+3,250
New +$55.8K ﹤0.01% 453

Other funds holding VIPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bartlett & Co Wealth Management's VIPS Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of Vipshop (VIPS) in Q2 2021, closing a stake of 3,250 shares — an estimated $97K sold.

Bartlett & Co Wealth Management first reported a position in VIPS in Q2 2020 and held it in 4 quarters. The position peaked at $97K in Q1 2021. 336 funds tracked by Wall St. Rank hold VIPS as of Q2 2021.

  • Bartlett & Co Wealth Management reported no remaining Vipshop position as of Q2 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 3,250 Vipshop shares in Q2 2021, an estimated $97K.
  • Bartlett & Co Wealth Management first reported a position in Vipshop in Q2 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Vipshop position peaked at $97K in Q1 2021.
  • 336 funds tracked by Wall St. Rank held Vipshop as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.