PPG
BABA icon

Peak Planning Group’s Alibaba BABA Stock Holding History

Peak Planning Group’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 		$728K Sell
3,212
-333
-9% -$81.8K 0.71% 32
2020
Q4 		$825K Buy
3,545
+445
+14% +$124K 0.94% 23
2020
Q3 		$911K Buy
+3,100
New +$817K 1.28% 16

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

Peak Planning Group's BABA Position: Q1 2021 in Review

Peak Planning Group reduced its Alibaba (BABA) stake by 9.4% in Q1 2021, selling an estimated $81.8K and leaving 3,212 shares worth $728K. The position accounts for 0.71% of the portfolio, ranked #32.

Peak Planning Group first reported a position in BABA in Q3 2020 and has held it in 3 quarters since. The position peaked at $911K in Q3 2020. 1,878 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

  • Peak Planning Group held 3,212 shares of Alibaba worth $728K as of Q1 2021.
  • Peak Planning Group sold 333 Alibaba shares in Q1 2021, an estimated $81.8K.
  • Alibaba made up 0.71% of Peak Planning Group's portfolio in Q1 2021, its #32 holding.
  • Peak Planning Group first reported a position in Alibaba in Q3 2020 and has held it in 3 quarters since.
  • Peak Planning Group's Alibaba position peaked at $911K in Q3 2020.
  • 1,878 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.