Walter & Keenan Wealth Management’s Alibaba BABA Stock Holding History

Walter & Keenan Wealth Management’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 Q1	–	Sell	-1,390	Closed	-$323K	–	143
2020 Q4	$323K	Buy	1,390 +600	+76%	+$167K	0.12%	113
2020 Q3	$232K	Sell	790 -180	-19%	-$47.4K	0.09%	129
2020 Q2	$209K	Sell	970 -2,227	-70%	-$464K	0.08%	137
2020 Q1	$592K	Buy	+3,197	New	+$667K	0.24%	54
2016 Q1	–	Sell	-8,880	Closed	-$722K	–	138
2015 Q4	$722K	Buy	8,880 +190	+2%	+$14.9K	0.42%	62
2015 Q3	$512K	Buy	8,690 +200	+2%	+$14.5K	0.32%	77
2015 Q2	$698K	Buy	+8,490	New	+$730K	0.41%	67

Other funds holding BABA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Walter & Keenan Wealth Management's BABA Position: Q1 2021 in Review

Walter & Keenan Wealth Management sold out of Alibaba (BABA) in Q1 2021, closing a stake of 1,390 shares — an estimated $323K sold.

Walter & Keenan Wealth Management first reported a position in BABA in Q2 2015 and held it in 7 quarters. The position peaked at $722K in Q4 2015. 1,878 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

Walter & Keenan Wealth Management reported no remaining Alibaba position as of Q1 2021 after selling out during the quarter.
Walter & Keenan Wealth Management sold 1,390 Alibaba shares in Q1 2021, an estimated $323K.
Walter & Keenan Wealth Management first reported a position in Alibaba in Q2 2015 and held it in 7 quarters.
Walter & Keenan Wealth Management's Alibaba position peaked at $722K in Q4 2015.
1,878 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.