TL
AABA

TrueWealth LLC’s Altaba Inc AABA Stock Holding History

TrueWealth LLC’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,087
Closed -$21K – 773
2019
Q3 		$21K Hold
1,087
– – 0.01% 365
2019
Q2 		$75K Hold
1,087
– – 0.03% 226
2019
Q1 		$81K Hold
1,087
– – 0.04% 218
2018
Q4 		$63K Buy
1,087
+990
+1,021% +$61.1K 0.03% 226
2018
Q3 		$7K Hold
97
– – ﹤0.01% 563
2018
Q2 		$7K Hold
97
– – ﹤0.01% 567
2018
Q1 		$7K Sell
97
-24
-20% -$1.81K ﹤0.01% 525
2017
Q4 		$8K Buy
+121
New +$8.42K ﹤0.01% 567

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

TrueWealth LLC's AABA Position: Q4 2019 in Review

TrueWealth LLC sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 1,087 shares — an estimated $21K sold.

TrueWealth LLC first reported a position in AABA in Q4 2017 and held it in 8 quarters. The position peaked at $81K in Q1 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • TrueWealth LLC reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • TrueWealth LLC sold 1,087 Altaba Inc shares in Q4 2019, an estimated $21K.
  • TrueWealth LLC first reported a position in Altaba Inc in Q4 2017 and held it in 8 quarters.
  • TrueWealth LLC's Altaba Inc position peaked at $81K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on TrueWealth LLC's 13F filing for Q4 2019, filed 22 Jan 2020.