PRW Wealth Management’s Alibaba BABA Stock Holding History

PRW Wealth Management’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	-3,198	Closed	-$725K	–	110
2021 Q2	$725K	Buy	+3,198	New	+$711K	0.21%	121

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

PRW Wealth Management's BABA Position: Q3 2021 in Review

PRW Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 3,198 shares — an estimated $725K sold.

PRW Wealth Management first reported a position in BABA in Q2 2021 and held it in 1 quarter. The position peaked at $725K in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

PRW Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 3,198 Alibaba shares in Q3 2021, an estimated $725K.
PRW Wealth Management first reported a position in Alibaba in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's Alibaba position peaked at $725K in Q2 2021.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.