FormulaFolio Investments’s Alibaba BABA Stock Holding History

FormulaFolio Investments’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
2021 Q2	$5K	Hold	24	–	–	﹤0.01%	334
2021 Q1	$5K	Sell	24 -2,131	-99%	-$523K	﹤0.01%	337
2020 Q4	$501K	Buy	+2,155	New	+$598K	0.01%	441
2020 Q1	–	Sell	-7,189	Closed	-$1.52M	–	290
2019 Q4	$1.52M	Sell	7,189 -679	-9%	-$127K	0.05%	134
2019 Q3	$1.32M	Buy	7,868 +183	+2%	+$31.4K	0.05%	135
2019 Q2	$1.3M	Buy	7,685 +1,700	+28%	+$293K	0.05%	117
2019 Q1	$1.09M	Buy	5,985 +994	+20%	+$167K	0.05%	132
2018 Q4	$822K	Hold	4,991	–	–	0.04%	162
2018 Q3	$822K	Buy	4,991 +664	+15%	+$118K	0.04%	162
2018 Q2	$803K	Buy	4,327 +720	+20%	+$137K	0.04%	151
2018 Q1	$662K	Buy	3,607 +1,140	+46%	+$215K	0.04%	153
2017 Q4	$425K	Buy	+2,467	New	+$442K	0.03%	181

Other funds holding BABA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

FormulaFolio Investments's BABA Position: Q2 2021 in Review

FormulaFolio Investments held its Alibaba (BABA) position steady in Q2 2021 at 24 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

FormulaFolio Investments first reported a position in BABA in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2019. 1,893 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

FormulaFolio Investments held 24 shares of Alibaba worth $5K as of Q2 2021.
FormulaFolio Investments left its Alibaba share count unchanged in Q2 2021.
Alibaba made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #334 holding.
FormulaFolio Investments first reported a position in Alibaba in Q4 2017 and has held it in 12 quarters since.
FormulaFolio Investments's Alibaba position peaked at $1.52M in Q4 2019.
1,893 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.