Northstar Wealth Partners’s Alibaba BABA Stock Holding History

Northstar Wealth Partners’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	$870K	Sell	2,960 -348	-11%	-$91.7K	0.41%	67
2020 Q2	$713K	Buy	3,308 +12	+0.4%	+$2.5K	0.3%	84
2020 Q1	$641K	Sell	3,296 -202	-6%	-$42.2K	0.33%	81
2019 Q4	$741K	Sell	3,498 -45	-1%	-$8.44K	0.3%	92
2019 Q3	$592K	Buy	3,543 +860	+32%	+$148K	0.26%	97
2019 Q2	$455K	Sell	2,683 -50	-2%	-$8.63K	0.2%	117
2019 Q1	$499K	Buy	2,733 +100	+4%	+$16.8K	0.23%	108
2018 Q4	$361K	Hold	2,633	–	–	0.19%	121
2018 Q3	$433K	Sell	2,633 -97	-4%	-$17.2K	0.21%	114
2018 Q2	$506K	Hold	2,730	–	–	0.25%	107
2018 Q1	$501K	Buy	+2,730	New	+$514K	0.26%	107

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

Northstar Wealth Partners's BABA Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Alibaba (BABA) stake by 11% in Q3 2020, selling an estimated $91.7K and leaving 2,960 shares worth $870K. The position accounts for 0.41% of the portfolio, ranked #67.

Northstar Wealth Partners first reported a position in BABA in Q1 2018 and has held it in 11 quarters since. 1,865 funds tracked by Wall St. Rank hold BABA as of Q3 2020.

Northstar Wealth Partners held 2,960 shares of Alibaba worth $870K as of Q3 2020.
Northstar Wealth Partners sold 348 Alibaba shares in Q3 2020, an estimated $91.7K.
Alibaba made up 0.41% of Northstar Wealth Partners's portfolio in Q3 2020, its #67 holding.
Northstar Wealth Partners first reported a position in Alibaba in Q1 2018 and has held it in 11 quarters since.
1,865 funds tracked by Wall St. Rank held Alibaba as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.