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ShoreHaven Wealth Partners’s Alibaba BABA Stock Holding History

ShoreHaven 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
Q2 		– Sell
-38
Closed -$9K – 78
2021
Q1 		$9K Hold
38
– – ﹤0.01% 199
2020
Q4 		$9K Buy
+38
New +$10.6K 0.01% 174

Other funds holding BABA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

ShoreHaven Wealth Partners's BABA Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Alibaba (BABA) in Q2 2021, closing a stake of 38 shares — an estimated $9K sold.

ShoreHaven Wealth Partners first reported a position in BABA in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 1,896 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Alibaba position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 38 Alibaba shares in Q2 2021, an estimated $9K.
  • ShoreHaven Wealth Partners first reported a position in Alibaba in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Alibaba position peaked at $9K in Q1 2021.
  • 1,896 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.