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Sound View Wealth Advisors’s Alibaba BABA Stock Holding History

Sound View 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
2019
Q1 		$501K Sell
2,747
-12
-0.4% -$2.02K 0.16% 140
2018
Q4 		$378K Buy
+2,759
New +$408K 0.14% 147

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's BABA Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Alibaba (BABA) stake by 0.43% in Q1 2019, selling an estimated $2.02K and leaving 2,747 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #140.

Sound View Wealth Advisors first reported a position in BABA in Q4 2018 and has held it in 2 quarters since. 1,497 funds tracked by Wall St. Rank hold BABA as of Q1 2019.

  • Sound View Wealth Advisors held 2,747 shares of Alibaba worth $501K as of Q1 2019.
  • Sound View Wealth Advisors sold 12 Alibaba shares in Q1 2019, an estimated $2.02K.
  • Alibaba made up 0.16% of Sound View Wealth Advisors's portfolio in Q1 2019, its #140 holding.
  • Sound View Wealth Advisors first reported a position in Alibaba in Q4 2018 and has held it in 2 quarters since.
  • 1,497 funds tracked by Wall St. Rank held Alibaba as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.