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Cypress Wealth Advisors’s Alibaba BABA Stock Holding History

Cypress Wealth Advisors’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
2019
Q1 		$341K Hold
1,869
– – 0.39% 58
2018
Q4 		$256K Buy
1,869
+300
+19% +$44.4K 0.35% 61
2018
Q3 		$259K Sell
1,569
-131
-8% -$23.2K 0.27% 69
2018
Q2 		$315K Hold
1,700
– – 0.34% 61
2018
Q1 		$312K Buy
1,700
+183
+12% +$34.5K 0.34% 63
2017
Q4 		$262K Hold
1,517
– – 0.25% 72
2017
Q3 		$262K Hold
1,517
– – 0.42% 48
2017
Q2 		$214K Buy
+1,517
New +$187K 0.25% 75

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cypress Wealth Advisors's BABA Position: Q1 2019 in Review

Cypress Wealth Advisors held its Alibaba (BABA) position steady in Q1 2019 at 1,869 shares worth $341K. The position accounts for 0.39% of the portfolio, ranked #58.

Cypress Wealth Advisors first reported a position in BABA in Q2 2017 and has held it in 8 quarters since. 1,497 funds tracked by Wall St. Rank hold BABA as of Q1 2019.

  • Cypress Wealth Advisors held 1,869 shares of Alibaba worth $341K as of Q1 2019.
  • Cypress Wealth Advisors left its Alibaba share count unchanged in Q1 2019.
  • Alibaba made up 0.39% of Cypress Wealth Advisors's portfolio in Q1 2019, its #58 holding.
  • Cypress Wealth Advisors first reported a position in Alibaba in Q2 2017 and has held it in 8 quarters since.
  • 1,497 funds tracked by Wall St. Rank held Alibaba as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.