Personal Wealth Partners’s Alibaba BABA Stock Holding History

Personal 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
2021 Q3	–	Sell	-966	Closed	-$219K	–	105
2021 Q2	$219K	Hold	966	–	–	0.09%	75
2021 Q1	$219K	Hold	966	–	–	0.1%	74
2020 Q4	$225K	Buy	966 +66	+7%	+$18.3K	0.11%	65
2020 Q3	$265K	Buy	+900	New	+$237K	0.14%	57
2020 Q1	–	Sell	-900	Closed	-$191K	–	110
2019 Q4	$191K	Hold	900	–	–	0.08%	71
2019 Q3	$151K	Hold	900	–	–	0.07%	78
2019 Q2	$153K	Buy	+900	New	+$155K	0.07%	71

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Personal Wealth Partners's BABA Position: Q3 2021 in Review

Personal Wealth Partners sold out of Alibaba (BABA) in Q3 2021, closing a stake of 966 shares — an estimated $219K sold.

Personal Wealth Partners first reported a position in BABA in Q2 2019 and held it in 7 quarters. The position peaked at $265K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Personal Wealth Partners reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 966 Alibaba shares in Q3 2021, an estimated $219K.
Personal Wealth Partners first reported a position in Alibaba in Q2 2019 and held it in 7 quarters.
Personal Wealth Partners's Alibaba position peaked at $265K in Q3 2020.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.