Blue Chip Wealth Management’s Alibaba BABA Stock Holding History

Blue Chip 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
2020 Q3	$245K	Buy	+833	New	+$219K	0.19%	94
2020 Q1	–	Sell	-1,869	Closed	-$396K	–	92
2019 Q4	$396K	Buy	+1,869	New	+$351K	0.37%	67
2018 Q3	–	Sell	-1,390	Closed	-$258K	–	101
2018 Q2	$258K	Buy	1,390 +118	+9%	+$22.5K	0.28%	87
2018 Q1	$233K	Buy	+1,272	New	+$240K	0.24%	91

Other funds holding BABA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blue Chip Wealth Management's BABA Position: Q3 2020 in Review

Blue Chip Wealth Management opened a new position in Alibaba (BABA) in Q3 2020: 833 shares worth $245K. The stake represents 0.19% of the portfolio and ranks #94 among its holdings. This is a return to the name: Blue Chip Wealth Management previously reported a position in BABA as recently as Q4 2019.

Blue Chip Wealth Management first reported a position in BABA in Q1 2018 and has held it in 4 quarters since. The position peaked at $396K in Q4 2019. 1,864 funds tracked by Wall St. Rank hold BABA as of Q3 2020.

Blue Chip Wealth Management held 833 shares of Alibaba worth $245K as of Q3 2020.
Alibaba was a new Blue Chip Wealth Management position in Q3 2020.
Alibaba made up 0.19% of Blue Chip Wealth Management's portfolio in Q3 2020, its #94 holding.
Blue Chip Wealth Management first reported a position in Alibaba in Q1 2018 and has held it in 4 quarters since.
Blue Chip Wealth Management's Alibaba position peaked at $396K in Q4 2019.
1,864 funds tracked by Wall St. Rank held Alibaba as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.