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WealthShield Partners’s Alibaba BABA Stock Holding History

WealthShield Partners’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
-633
Closed -$144K – 279
2021
Q2 		$144K Sell
633
-169
-21% -$37.5K 0.02% 306
2021
Q1 		$182K Sell
802
-508
-39% -$125K 0.03% 265
2020
Q4 		$305K Sell
1,310
-48
-4% -$13.3K 0.06% 234
2020
Q3 		$399K Sell
1,358
-1,269
-48% -$334K 0.14% 158
2020
Q2 		$567K Buy
+2,627
New +$547K 0.26% 92

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WealthShield Partners's BABA Position: Q3 2021 in Review

WealthShield Partners sold out of Alibaba (BABA) in Q3 2021, closing a stake of 633 shares — an estimated $144K sold.

WealthShield Partners first reported a position in BABA in Q2 2020 and held it in 5 quarters. The position peaked at $567K in Q2 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • WealthShield Partners reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 633 Alibaba shares in Q3 2021, an estimated $144K.
  • WealthShield Partners first reported a position in Alibaba in Q2 2020 and held it in 5 quarters.
  • WealthShield Partners's Alibaba position peaked at $567K in Q2 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.