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Kore Private Wealth’s Alibaba BABA Stock Holding History

Kore Private Wealth’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
Q2 		– Sell
-1,408
Closed -$319K – 426
2021
Q1 		$319K Sell
1,408
-1,903
-57% -$467K 0.04% 260
2020
Q4 		$771K Buy
3,311
+2,458
+288% +$682K 0.12% 120
2020
Q3 		$251K Buy
853
+158
+23% +$41.6K 0.05% 218
2020
Q2 		$149K Sell
695
-1,524
-69% -$317K 0.03% 275
2020
Q1 		$432K Sell
2,219
-151
-6% -$31.5K 0.1% 122
2019
Q4 		$503K Buy
2,370
+985
+71% +$185K 0.1% 139
2019
Q3 		$228K Buy
1,385
+69
+5% +$11.9K 0.05% 199
2019
Q2 		$223K Buy
1,316
+116
+10% +$20K 0.05% 199
2019
Q1 		$219K Sell
1,200
-100
-8% -$16.8K 0.05% 193
2018
Q4 		$178K Buy
+1,300
New +$192K 0.05% 212

Other funds holding BABA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kore Private Wealth's BABA Position: Q2 2021 in Review

Kore Private Wealth sold out of Alibaba (BABA) in Q2 2021, closing a stake of 1,408 shares — an estimated $319K sold.

Kore Private Wealth first reported a position in BABA in Q4 2018 and held it in 10 quarters. The position peaked at $771K in Q4 2020. 1,893 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

  • Kore Private Wealth reported no remaining Alibaba position as of Q2 2021 after selling out during the quarter.
  • Kore Private Wealth sold 1,408 Alibaba shares in Q2 2021, an estimated $319K.
  • Kore Private Wealth first reported a position in Alibaba in Q4 2018 and held it in 10 quarters.
  • Kore Private Wealth's Alibaba position peaked at $771K in Q4 2020.
  • 1,893 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on Kore Private Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.