Regal Wealth Group’s Alibaba BABA Stock Holding History

Regal Wealth 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 Q2	–	Sell	-694	Closed	-$157K	–	72
2021 Q1	$157K	Hold	694	–	–	0.09%	47
2020 Q4	$162K	Buy	694 +360	+108%	+$99.9K	0.1%	48
2020 Q3	$98K	Hold	334	–	–	0.08%	59
2020 Q2	$72K	Hold	334	–	–	0.06%	68
2020 Q1	$65K	Sell	334 -216	-39%	-$45.1K	0.06%	64
2019 Q4	$117K	Buy	550 +178	+48%	+$33.4K	0.08%	57
2019 Q3	$62K	Buy	372 +20	+6%	+$3.44K	0.04%	68
2019 Q2	$60K	Hold	352	–	–	0.04%	72
2019 Q1	$64K	Sell	352 -1,550	-81%	-$261K	0.05%	70
2018 Q4	$261K	Buy	1,902 +1,552	+443%	+$229K	0.24%	34
2018 Q3	$58K	Buy	350 +150	+75%	+$26.5K	0.04%	72
2018 Q2	$37K	Hold	200	–	–	0.04%	83
2018 Q1	$37K	Buy	200 +100	+100%	+$18.8K	0.03%	80
2017 Q4	$17K	Buy	+100	New	+$17.9K	0.01%	111
2016 Q2	–	Sell	-200	Closed	-$16K	–	211
2016 Q1	$16K	Hold	200	–	–	0.02%	100
2015 Q4	$16K	Buy	+200	New	+$15.7K	0.02%	101

Other funds holding BABA

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Regal Wealth Group's BABA Position: Q2 2021 in Review

Regal Wealth Group sold out of Alibaba (BABA) in Q2 2021, closing a stake of 694 shares — an estimated $157K sold.

Regal Wealth Group first reported a position in BABA in Q4 2015 and held it in 16 quarters. The position peaked at $261K in Q4 2018. 1,894 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

Regal Wealth Group reported no remaining Alibaba position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 694 Alibaba shares in Q2 2021, an estimated $157K.
Regal Wealth Group first reported a position in Alibaba in Q4 2015 and held it in 16 quarters.
Regal Wealth Group's Alibaba position peaked at $261K in Q4 2018.
1,894 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.