Lucia Wealth Services’s Alibaba BABA Stock Holding History

Lucia Wealth Services’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 Q3	$2.23M	Buy	7,584 +2,220	+41%	+$585K	0.52%	41
2020 Q2	$1.16M	Sell	5,364 -1,766	-25%	-$368K	0.31%	54
2020 Q1	$1.39M	Sell	7,130 -1,191	-14%	-$249K	0.46%	40
2019 Q4	$1.76M	Buy	8,321 +154	+2%	+$28.9K	0.54%	36
2019 Q3	$1.37M	Buy	8,167 +758	+10%	+$130K	0.45%	43
2019 Q2	$1.25M	Sell	7,409 -4,604	-38%	-$795K	0.43%	49
2019 Q1	$2.19M	Buy	12,013 +254	+2%	+$42.7K	0.75%	31
2018 Q4	$1.61M	Sell	11,759 -4,426	-27%	-$654K	0.76%	30
2018 Q3	$2.67M	Buy	16,185 +2,792	+21%	+$494K	0.83%	31
2018 Q2	$2.48M	Sell	13,393 -2,706	-17%	-$516K	1.09%	21
2018 Q1	$2.96M	Buy	16,099 +3,936	+32%	+$741K	0.96%	38
2017 Q4	$2.1M	Buy	+12,163	New	+$2.18M	0.93%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Lucia Wealth Services's BABA Position: Q3 2020 in Review

Lucia Wealth Services increased its Alibaba (BABA) stake by 41% in Q3 2020, buying an estimated $585K and bringing the position to 7,584 shares worth $2.23M. The position accounts for 0.52% of the portfolio, ranked #41.

Lucia Wealth Services first reported a position in BABA in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.96M in Q1 2018. 1,864 funds tracked by Wall St. Rank hold BABA as of Q3 2020.

Lucia Wealth Services held 7,584 shares of Alibaba worth $2.23M as of Q3 2020.
Lucia Wealth Services bought 2,220 Alibaba shares in Q3 2020, an estimated $585K.
Alibaba made up 0.52% of Lucia Wealth Services's portfolio in Q3 2020, its #41 holding.
Lucia Wealth Services first reported a position in Alibaba in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Alibaba position peaked at $2.96M in Q1 2018.
1,864 funds tracked by Wall St. Rank held Alibaba as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.