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Newport Wealth Strategies’s Alibaba BABA Stock Holding History

Newport Wealth Strategies’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
Q1 		– Sell
-797
Closed -$234K – 110
2020
Q4 		$234K Hold
797
– – 0.18% 78
2020
Q3 		$231K Buy
+797
New +$210K 0.17% 79

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Newport Wealth Strategies's BABA Position: Q1 2021 in Review

Newport Wealth Strategies sold out of Alibaba (BABA) in Q1 2021, closing a stake of 797 shares — an estimated $234K sold.

Newport Wealth Strategies first reported a position in BABA in Q3 2020 and held it in 2 quarters. The position peaked at $234K in Q4 2020. 1,878 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

  • Newport Wealth Strategies reported no remaining Alibaba position as of Q1 2021 after selling out during the quarter.
  • Newport Wealth Strategies sold 797 Alibaba shares in Q1 2021, an estimated $234K.
  • Newport Wealth Strategies first reported a position in Alibaba in Q3 2020 and held it in 2 quarters.
  • Newport Wealth Strategies's Alibaba position peaked at $234K in Q4 2020.
  • 1,878 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Newport Wealth Strategies's 13F filing for Q1 2021, filed 22 Apr 2021.