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Wealthsimple US’s Alibaba BABA Stock Holding History

Wealthsimple US’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 		$204K Sell
898
-376
-30% -$92.4K 0.12% 23
2020
Q4 		$297K Buy
1,274
+395
+45% +$110K 0.16% 18
2020
Q3 		$258K Sell
879
-163
-16% -$42.9K 0.17% 18
2020
Q2 		$225K Buy
+1,042
New +$217K 0.17% 32

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthsimple US's BABA Position: Q1 2021 in Review

Wealthsimple US reduced its Alibaba (BABA) stake by 30% in Q1 2021, selling an estimated $92.4K and leaving 898 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #23.

Wealthsimple US first reported a position in BABA in Q2 2020 and has held it in 4 quarters since. The position peaked at $297K in Q4 2020. 1,879 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

  • Wealthsimple US held 898 shares of Alibaba worth $204K as of Q1 2021.
  • Wealthsimple US sold 376 Alibaba shares in Q1 2021, an estimated $92.4K.
  • Alibaba made up 0.12% of Wealthsimple US's portfolio in Q1 2021, its #23 holding.
  • Wealthsimple US first reported a position in Alibaba in Q2 2020 and has held it in 4 quarters since.
  • Wealthsimple US's Alibaba position peaked at $297K in Q4 2020.
  • 1,879 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.