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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Alibaba BABA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 		$271K Buy
1,164
+32
+3% +$8.88K 0.07% 96
2020
Q3 		$333K Sell
1,132
-18
-2% -$4.74K 0.09% 65
2020
Q2 		$248K Sell
1,150
-113
-9% -$23.5K 0.07% 72
2020
Q1 		$246K Sell
1,263
-277
-18% -$57.8K 0.07% 74
2019
Q4 		$327K Buy
1,540
+275
+22% +$51.6K 0.08% 79
2019
Q3 		$212K Sell
1,265
-220
-15% -$37.8K 0.05% 99
2019
Q2 		$252K Hold
1,485
– – 0.07% 87
2019
Q1 		$271K Sell
1,485
-175
-11% -$29.4K 0.08% 76
2018
Q4 		$228K Buy
+1,660
New +$245K 0.07% 79
2018
Q3 		– Sell
-815
Closed -$151K – 114
2018
Q2 		$151K Hold
815
– – 0.05% 91
2018
Q1 		$150K Hold
815
– – 0.05% 91
2017
Q4 		$167K Buy
+815
New +$146K 0.44% 47
2017
Q2 		– Sell
-200
Closed -$22K – 384
2017
Q1 		$22K Buy
+200
New +$20.4K 0.01% 221
2016
Q3 		– Sell
-50
Closed -$3K – 425
2016
Q2 		$3K Hold
50
– – ﹤0.01% 342
2016
Q1 		$3K Hold
50
– – ﹤0.01% 326
2015
Q4 		$4K Buy
+50
New +$3.92K ﹤0.01% 308

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BABA Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Alibaba (BABA) stake by 2.8% in Q4 2020, buying an estimated $8.88K and bringing the position to 1,164 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #96.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BABA in Q4 2015 and has held it in 16 quarters since. The position peaked at $333K in Q3 2020. 1,936 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 1,164 shares of Alibaba worth $271K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 32 Alibaba shares in Q4 2020, an estimated $8.88K.
  • Alibaba made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #96 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Alibaba in Q4 2015 and has held it in 16 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Alibaba position peaked at $333K in Q3 2020.
  • 1,936 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.