Vishria Bird Financial Group’s Alibaba BABA Stock Holding History

Vishria Bird Financial 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	-29,213	Closed	-$6.63M	–	65
2021 Q2	$6.63M	Buy	29,213 +389	+1%	+$86.4K	3.26%	11
2021 Q1	$6.54M	Sell	28,824 -588	-2%	-$144K	3.61%	11
2020 Q4	$6.84M	Buy	29,412 +434	+1%	+$120K	3.9%	10
2020 Q3	$8.52M	Sell	28,978 -1	-0%	-$263	5.36%	7
2020 Q2	$6.25M	Sell	28,979 -441	-1%	-$91.8K	4.89%	6
2020 Q1	$5.72M	Buy	29,420 +570	+2%	+$119K	5.99%	5
2019 Q4	$6.12M	Buy	28,850 +2,091	+8%	+$392K	5.94%	7
2019 Q3	$4.47M	Buy	26,759 +1,614	+6%	+$277K	5.12%	10
2019 Q2	$4.26M	Buy	25,145 +2,017	+9%	+$348K	4.25%	12
2019 Q1	$4.22M	Sell	23,128 -191	-0.8%	-$32.1K	4.27%	10
2018 Q4	$3.2M	Buy	+23,319	New	+$3.45M	3.54%	14

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

Vishria Bird Financial Group's BABA Position: Q3 2021 in Review

Vishria Bird Financial Group sold out of Alibaba (BABA) in Q3 2021, closing a stake of 29,213 shares — an estimated $6.63M sold.

Vishria Bird Financial Group first reported a position in BABA in Q4 2018 and held it in 11 quarters. The position peaked at $8.52M in Q3 2020. 1,539 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Vishria Bird Financial Group reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 29,213 Alibaba shares in Q3 2021, an estimated $6.63M.
Vishria Bird Financial Group first reported a position in Alibaba in Q4 2018 and held it in 11 quarters.
Vishria Bird Financial Group's Alibaba position peaked at $8.52M in Q3 2020.
1,539 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Vishria Bird Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.