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Fortem Financial Group’s Alibaba BABA Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-1,914
Closed -$434K – 171
2021
Q2 		$434K Sell
1,914
-113
-6% -$25.1K 0.22% 120
2021
Q1 		$460K Buy
2,027
+322
+19% +$79.1K 0.27% 107
2020
Q4 		$397K Buy
1,705
+73
+4% +$20.3K 0.24% 104
2020
Q3 		$480K Sell
1,632
-328
-17% -$86.4K 0.35% 91
2020
Q2 		$423K Sell
1,960
-1,138
-37% -$237K 0.33% 91
2020
Q1 		$602K Buy
3,098
+430
+16% +$89.8K 0.55% 75
2019
Q4 		$566K Sell
2,668
-261
-9% -$49K 0.42% 75
2019
Q3 		$490K Buy
2,929
+554
+23% +$95.2K 0.42% 78
2019
Q2 		$402K Buy
2,375
+100
+4% +$17.3K 0.4% 61
2019
Q1 		$415K Buy
2,275
+225
+11% +$37.8K 0.43% 57
2018
Q4 		$281K Buy
+2,050
New +$303K 0.34% 65

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fortem Financial Group's BABA Position: Q3 2021 in Review

Fortem Financial Group sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,914 shares — an estimated $434K sold.

Fortem Financial Group first reported a position in BABA in Q4 2018 and held it in 11 quarters. The position peaked at $602K in Q1 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Fortem Financial Group reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Fortem Financial Group sold 1,914 Alibaba shares in Q3 2021, an estimated $434K.
  • Fortem Financial Group first reported a position in Alibaba in Q4 2018 and held it in 11 quarters.
  • Fortem Financial Group's Alibaba position peaked at $602K in Q1 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Fortem Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.