Summit Wealth Group’s Alibaba BABA Stock Holding History

Summit Wealth 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 Q3	–	Sell	-10	Closed	-$2K	–	60
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	155
2021 Q1	$2K	Buy	+10	New	+$2.46K	﹤0.01%	144

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Summit Wealth Group's BABA Position: Q3 2021 in Review

Summit Wealth Group sold out of Alibaba (BABA) in Q3 2021, closing a stake of 10 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in BABA in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Summit Wealth Group reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 10 Alibaba shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Alibaba in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Alibaba position peaked at $2K in Q2 2021.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.