Vontobel Swiss Wealth Advisors’s Alibaba BABA Stock Holding History

Vontobel Swiss Wealth Advisors’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	$556K	Buy	+2,486	New	+$552K	0.29%	45
2020 Q3	–	Sell	-27,096	Closed	-$5.84M	–	66
2020 Q2	$5.84M	Buy	27,096 +171	+0.6%	+$35.6K	3.84%	5
2020 Q1	$5.24M	Buy	26,925 +21,075	+360%	+$4.4M	3.99%	2
2019 Q4	$1.24M	Hold	5,850	–	–	0.81%	40
2019 Q3	$978K	Sell	5,850 -825	-12%	-$142K	0.63%	51
2019 Q2	$1.13M	Buy	+6,675	New	+$1.15M	0.61%	57
2016 Q1	–	Sell	-4,000	Closed	-$325K	–	70
2015 Q4	$325K	Buy	+4,000	New	+$314K	0.19%	47

Other funds holding BABA

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Vontobel Swiss Wealth Advisors's BABA Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors opened a new position in Alibaba (BABA) in Q2 2021: 2,486 shares worth $556K. The stake represents 0.29% of the portfolio and ranks #45 among its holdings. This is a return to the name: Vontobel Swiss Wealth Advisors previously reported a position in BABA as recently as Q2 2020.

Vontobel Swiss Wealth Advisors first reported a position in BABA in Q4 2015 and has held it in 7 quarters since. The position peaked at $5.84M in Q2 2020. 1,893 funds tracked by Wall St. Rank hold BABA as of Q2 2021.

Vontobel Swiss Wealth Advisors held 2,486 shares of Alibaba worth $556K as of Q2 2021.
Alibaba was a new Vontobel Swiss Wealth Advisors position in Q2 2021.
Alibaba made up 0.29% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #45 holding.
Vontobel Swiss Wealth Advisors first reported a position in Alibaba in Q4 2015 and has held it in 7 quarters since.
Vontobel Swiss Wealth Advisors's Alibaba position peaked at $5.84M in Q2 2020.
1,893 funds tracked by Wall St. Rank held Alibaba as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.