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Southern Wealth Management’s Alibaba BABA Stock Holding History

Southern 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
2020
Q3 		– Sell
-1,000
Closed -$216K – 54
2020
Q2 		$216K Buy
+1,000
New +$208K 0.04% 55
2020
Q1 		– Sell
-1,145
Closed -$243K – 56
2019
Q4 		$243K Buy
+1,145
New +$215K 0.05% 54

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Southern Wealth Management's BABA Position: Q3 2020 in Review

Southern Wealth Management sold out of Alibaba (BABA) in Q3 2020, closing a stake of 1,000 shares — an estimated $216K sold.

Southern Wealth Management first reported a position in BABA in Q4 2019 and held it in 2 quarters. The position peaked at $243K in Q4 2019. 1,864 funds tracked by Wall St. Rank hold BABA as of Q3 2020.

  • Southern Wealth Management reported no remaining Alibaba position as of Q3 2020 after selling out during the quarter.
  • Southern Wealth Management sold 1,000 Alibaba shares in Q3 2020, an estimated $216K.
  • Southern Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 2 quarters.
  • Southern Wealth Management's Alibaba position peaked at $243K in Q4 2019.
  • 1,864 funds tracked by Wall St. Rank held Alibaba as of Q3 2020.

Based on Southern Wealth Management's 13F filing for Q3 2020, filed 25 Nov 2020.