SWMG
BABA icon

Strategic Wealth Management Group’s Alibaba BABA Stock Holding History

Strategic Wealth Management 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
-912
Closed -$207K – 123
2021
Q1 		$207K Buy
+912
New +$224K 0.08% 128
2020
Q3 		– Sell
-1,747
Closed -$377K – 122
2020
Q2 		$377K Sell
1,747
-76
-4% -$15.8K 0.22% 60
2020
Q1 		$355K Sell
1,823
-171
-9% -$35.7K 0.26% 49
2019
Q4 		$423K Sell
1,994
-99
-5% -$18.6K 0.27% 51
2019
Q3 		$350K Sell
2,093
-156
-7% -$26.8K 0.25% 53
2019
Q2 		$381K Sell
2,249
-417
-16% -$72K 0.29% 48
2019
Q1 		$486K Buy
2,666
+191
+8% +$32.1K 0.4% 40
2018
Q4 		$339K Buy
+2,475
New +$366K 0.33% 50

Other funds holding BABA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
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

Strategic Wealth Management Group's BABA Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of Alibaba (BABA) in Q2 2021, closing a stake of 912 shares — an estimated $207K sold.

Strategic Wealth Management Group first reported a position in BABA in Q4 2018 and held it in 8 quarters. The position peaked at $486K in Q1 2019. 1,893 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

  • Strategic Wealth Management Group reported no remaining Alibaba position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management Group sold 912 Alibaba shares in Q2 2021, an estimated $207K.
  • Strategic Wealth Management Group first reported a position in Alibaba in Q4 2018 and held it in 8 quarters.
  • Strategic Wealth Management Group's Alibaba position peaked at $486K in Q1 2019.
  • 1,893 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

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