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Keudell/Morrison Wealth Management’s Alibaba BABA Stock Holding History

Keudell/Morrison 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
-1,388
Closed -$315K – 181
2021
Q2 		$315K Buy
1,388
+131
+10% +$29.1K 0.17% 133
2021
Q1 		$285K Buy
1,257
+24
+2% +$5.89K 0.17% 134
2020
Q4 		$287K Buy
1,233
+6
+0.5% +$1.67K 0.18% 124
2020
Q3 		$361K Buy
1,227
+98
+9% +$25.8K 0.23% 102
2020
Q2 		$244K Buy
+1,129
New +$235K 0.2% 122

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

Keudell/Morrison Wealth Management's BABA Position: Q3 2021 in Review

Keudell/Morrison Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,388 shares — an estimated $315K sold.

Keudell/Morrison Wealth Management first reported a position in BABA in Q2 2020 and held it in 5 quarters. The position peaked at $361K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Keudell/Morrison Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,388 Alibaba shares in Q3 2021, an estimated $315K.
  • Keudell/Morrison Wealth Management first reported a position in Alibaba in Q2 2020 and held it in 5 quarters.
  • Keudell/Morrison Wealth Management's Alibaba position peaked at $361K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.