Jupiter Wealth Management’s Alibaba BABA Stock Holding History

Jupiter Wealth 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
2021 Q3	–	Sell	-1,383	Closed	-$271K	–	94
2021 Q2	$271K	Hold	1,383	–	–	0.13%	79
2021 Q1	$323K	Buy	+1,383	New	+$340K	0.16%	71
2020 Q4	–	Sell	-1,383	Closed	-$407K	–	73
2020 Q3	$407K	Sell	1,383 -21	-1%	-$5.53K	0.29%	46
2020 Q2	$358K	Hold	1,404	–	–	0.18%	57
2020 Q1	$273K	Sell	1,404 -1,383	-50%	-$289K	0.16%	59
2019 Q4	$631K	Sell	2,787 -922	-25%	-$173K	0.31%	47
2019 Q3	$620K	Sell	3,709 -2,179	-37%	-$374K	0.33%	46
2019 Q2	$1.03M	Buy	5,888 +2,200	+60%	+$380K	0.51%	36
2019 Q1	$689K	Buy	+3,688	New	+$620K	0.33%	42

Other funds holding BABA

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jupiter Wealth Management's BABA Position: Q3 2021 in Review

Jupiter Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,383 shares — an estimated $271K sold.

Jupiter Wealth Management first reported a position in BABA in Q1 2019 and held it in 9 quarters. The position peaked at $1.03M in Q2 2019. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Jupiter Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Jupiter Wealth Management sold 1,383 Alibaba shares in Q3 2021, an estimated $271K.
Jupiter Wealth Management first reported a position in Alibaba in Q1 2019 and held it in 9 quarters.
Jupiter Wealth Management's Alibaba position peaked at $1.03M in Q2 2019.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Jupiter Wealth Management's 13F filing for Q3 2021, filed 17 Nov 2021.