Halpern Financial’s Alibaba BABA Stock Holding History

Halpern Financial’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 Q1	–	Sell	-105	Closed	-$22.3K	–	162
2019 Q4	$22.3K	Buy	+105	New	+$19.7K	0.02%	79

Other funds holding BABA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Halpern Financial's BABA Position: Q1 2020 in Review

Halpern Financial sold out of Alibaba (BABA) in Q1 2020, closing a stake of 105 shares — an estimated $22.3K sold.

Halpern Financial first reported a position in BABA in Q4 2019 and held it in 1 quarter. The position peaked at $22.3K in Q4 2019. 1,757 funds tracked by Wall St. Rank hold BABA as of Q1 2020.

Halpern Financial reported no remaining Alibaba position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 105 Alibaba shares in Q1 2020, an estimated $22.3K.
Halpern Financial first reported a position in Alibaba in Q4 2019 and held it in 1 quarter.
Halpern Financial's Alibaba position peaked at $22.3K in Q4 2019.
1,757 funds tracked by Wall St. Rank held Alibaba as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.