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Regent Peak Wealth Advisors’s Alibaba BABA Stock Holding History

Regent Peak Wealth Advisors’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 		– Sell
-574
Closed -$134K – 226
2020
Q4 		$134K Buy
+574
New +$159K 0.04% 181

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

Regent Peak Wealth Advisors's BABA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Alibaba (BABA) in Q1 2021, closing a stake of 574 shares — an estimated $134K sold.

Regent Peak Wealth Advisors first reported a position in BABA in Q4 2020 and held it in 1 quarter. The position peaked at $134K in Q4 2020. 1,878 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Alibaba position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 574 Alibaba shares in Q1 2021, an estimated $134K.
  • Regent Peak Wealth Advisors first reported a position in Alibaba in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Alibaba position peaked at $134K in Q4 2020.
  • 1,878 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.