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Wealthspire Advisors (Maryland)’s Alibaba BABA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.93M Buy
9,954
+2,062
+26% +$543K 0.1% 97
2020
Q2 		$1.7M Buy
7,892
+185
+2% +$38.5K 0.12% 109
2020
Q1 		$1.5M Sell
7,707
-606
-7% -$126K 0.13% 106
2019
Q4 		$1.76M Buy
8,313
+1,083
+15% +$203K 0.12% 106
2019
Q3 		$1.21M Buy
7,230
+550
+8% +$94.5K 0.09% 122
2019
Q2 		$1.13M Buy
6,680
+107
+2% +$18.5K 0.08% 128
2019
Q1 		$1.2M Sell
6,573
-142
-2% -$23.9K 0.09% 120
2018
Q4 		$920K Buy
6,715
+234
+4% +$34.6K 0.08% 130
2018
Q3 		$1.07M Sell
6,481
-24
-0.4% -$4.25K 0.09% 131
2018
Q2 		$1.21M Buy
6,505
+738
+13% +$141K 0.11% 110
2018
Q1 		$1.06M Sell
5,767
-307
-5% -$57.8K 0.1% 124
2017
Q4 		$1.05M Buy
6,074
+1,651
+37% +$296K 0.1% 130
2017
Q3 		$764K Sell
4,423
-163
-4% -$26.4K 0.08% 160
2017
Q2 		$646K Buy
4,586
+1,619
+55% +$200K 0.08% 180
2017
Q1 		$320K Sell
2,967
-902
-23% -$91.8K 0.05% 275
2016
Q4 		$340K Buy
3,869
+1,170
+43% +$113K 0.05% 249
2016
Q3 		$286K Sell
2,699
-1,015
-27% -$94.1K 0.04% 285
2016
Q2 		$295K Sell
3,714
-125
-3% -$9.78K 0.05% 258
2016
Q1 		$303K Buy
3,839
+72
+2% +$5.07K 0.05% 251
2015
Q4 		$306K Buy
+3,767
New +$296K 0.06% 255

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wealthspire Advisors (Maryland)'s BABA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Alibaba (BABA) stake by 26% in Q3 2020, buying an estimated $543K and bringing the position to 9,954 shares worth $2.93M. The position accounts for 0.1% of the portfolio, ranked #97.

Wealthspire Advisors (Maryland) first reported a position in BABA in Q4 2015 and has held it in 20 quarters since. 1,864 funds tracked by Wall St. Rank hold BABA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,954 shares of Alibaba worth $2.93M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,062 Alibaba shares in Q3 2020, an estimated $543K.
  • Alibaba made up 0.1% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #97 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Alibaba in Q4 2015 and has held it in 20 quarters since.
  • 1,864 funds tracked by Wall St. Rank held Alibaba as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.