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Engrave Wealth Partners’s Alibaba BABA Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-270
Closed -$58K – 89
2020
Q2 		$58K Buy
270
+52
+24% +$10.8K 0.05% 103
2020
Q1 		$42K Sell
218
-7
-3% -$1.46K 0.05% 107
2019
Q4 		$47K Buy
+225
New +$42.2K 0.05% 129

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Engrave Wealth Partners's BABA Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Alibaba (BABA) in Q3 2020, closing a stake of 270 shares — an estimated $58K sold.

Engrave Wealth Partners first reported a position in BABA in Q4 2019 and held it in 3 quarters. The position peaked at $58K in Q2 2020. 1,864 funds tracked by Wall St. Rank hold BABA as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Alibaba position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 270 Alibaba shares in Q3 2020, an estimated $58K.
  • Engrave Wealth Partners first reported a position in Alibaba in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Alibaba position peaked at $58K in Q2 2020.
  • 1,864 funds tracked by Wall St. Rank held Alibaba as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.