Professional Planning’s Alibaba BABA Stock Holding History

Professional Planning’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	-1,283	Closed	-$290K	–	125
2021 Q2	$290K	Sell	1,283 -1,045	-45%	-$232K	0.13%	106
2021 Q1	$527K	Sell	2,328 -1,831	-44%	-$450K	0.26%	64
2020 Q4	$968K	Buy	+4,159	New	+$1.15M	0.39%	53
2020 Q3	–	Sell	-3,493	Closed	-$753K	–	44
2020 Q2	$753K	Buy	+3,493	New	+$727K	0.4%	52

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

Professional Planning's BABA Position: Q3 2021 in Review

Professional Planning sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,283 shares — an estimated $290K sold.

Professional Planning first reported a position in BABA in Q2 2020 and held it in 4 quarters. The position peaked at $968K in Q4 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Professional Planning reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Professional Planning sold 1,283 Alibaba shares in Q3 2021, an estimated $290K.
Professional Planning first reported a position in Alibaba in Q2 2020 and held it in 4 quarters.
Professional Planning's Alibaba position peaked at $968K in Q4 2020.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.