Insight Wealth Strategies’s Alibaba BABA Stock Holding History

Insight Wealth Strategies’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	–	Sell	-756	Closed	-$222K	–	221
2020 Q3	$222K	Buy	+756	New	+$199K	0.04%	184
2020 Q2	–	Sell	-1,177	Closed	-$229K	–	169
2020 Q1	$229K	Buy	+1,177	New	+$246K	0.06%	133

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Insight Wealth Strategies's BABA Position: Q4 2020 in Review

Insight Wealth Strategies sold out of Alibaba (BABA) in Q4 2020, closing a stake of 756 shares — an estimated $222K sold.

Insight Wealth Strategies first reported a position in BABA in Q1 2020 and held it in 2 quarters. The position peaked at $229K in Q1 2020. 1,935 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

Insight Wealth Strategies reported no remaining Alibaba position as of Q4 2020 after selling out during the quarter.
Insight Wealth Strategies sold 756 Alibaba shares in Q4 2020, an estimated $222K.
Insight Wealth Strategies first reported a position in Alibaba in Q1 2020 and held it in 2 quarters.
Insight Wealth Strategies's Alibaba position peaked at $229K in Q1 2020.
1,935 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Insight Wealth Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.