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Symphony Financial’s Alibaba BABA Stock Holding History

Symphony Financial’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
-2,045
Closed -$471K – 164
2021
Q1 		$471K Buy
2,045
+1,161
+131% +$285K 0.12% 119
2020
Q4 		$201K Sell
884
-96
-10% -$26.7K 0.07% 151
2020
Q3 		$288K Sell
980
-26
-3% -$6.85K 0.12% 107
2020
Q2 		$217K Buy
+1,006
New +$209K 0.1% 127

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

Symphony Financial's BABA Position: Q2 2021 in Review

Symphony Financial sold out of Alibaba (BABA) in Q2 2021, closing a stake of 2,045 shares — an estimated $471K sold.

Symphony Financial first reported a position in BABA in Q2 2020 and held it in 4 quarters. The position peaked at $471K in Q1 2021. 1,893 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

  • Symphony Financial reported no remaining Alibaba position as of Q2 2021 after selling out during the quarter.
  • Symphony Financial sold 2,045 Alibaba shares in Q2 2021, an estimated $471K.
  • Symphony Financial first reported a position in Alibaba in Q2 2020 and held it in 4 quarters.
  • Symphony Financial's Alibaba position peaked at $471K in Q1 2021.
  • 1,893 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.