BT Wealth Management’s Alibaba BABA Stock Holding History

BT 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 Q2	–	Sell	-1,750	Closed	-$340K	–	56
2020 Q1	$340K	Buy	1,750 +400	+30%	+$83.5K	0.19%	37
2019 Q4	$286K	Hold	1,350	–	–	0.15%	50
2019 Q3	$226K	Hold	1,350	–	–	0.13%	48
2019 Q2	$215K	Buy	+1,350	New	+$233K	0.12%	49

Other funds holding BABA

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

BT Wealth Management's BABA Position: Q2 2020 in Review

BT Wealth Management sold out of Alibaba (BABA) in Q2 2020, closing a stake of 1,750 shares — an estimated $340K sold.

BT Wealth Management first reported a position in BABA in Q2 2019 and held it in 4 quarters. The position peaked at $340K in Q1 2020. 1,772 funds tracked by Wall St. Rank hold BABA as of Q2 2020.

BT Wealth Management reported no remaining Alibaba position as of Q2 2020 after selling out during the quarter.
BT Wealth Management sold 1,750 Alibaba shares in Q2 2020, an estimated $340K.
BT Wealth Management first reported a position in Alibaba in Q2 2019 and held it in 4 quarters.
BT Wealth Management's Alibaba position peaked at $340K in Q1 2020.
1,772 funds tracked by Wall St. Rank held Alibaba as of Q2 2020.

Based on BT Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.