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MPS Loria Financial Planners’s Alibaba BABA Stock Holding History

MPS Loria Financial Planners’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
-200
Closed -$59K – 613
2020
Q3 		$59K Hold
200
– – 0.03% 138
2020
Q2 		$43K Buy
+200
New +$41.6K 0.02% 152

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MPS Loria Financial Planners's BABA Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of Alibaba (BABA) in Q4 2020, closing a stake of 200 shares — an estimated $59K sold.

MPS Loria Financial Planners first reported a position in BABA in Q2 2020 and held it in 2 quarters. The position peaked at $59K in Q3 2020. 1,935 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

  • MPS Loria Financial Planners reported no remaining Alibaba position as of Q4 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 200 Alibaba shares in Q4 2020, an estimated $59K.
  • MPS Loria Financial Planners first reported a position in Alibaba in Q2 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Alibaba position peaked at $59K in Q3 2020.
  • 1,935 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.