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Wells Trecaso Financial Group’s Alibaba BABA Stock Holding History

Wells Trecaso Financial Group’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
Q4 		– Sell
-817
Closed -$240K – 84
2020
Q3 		$240K Sell
817
-131
-14% -$34.5K 0.15% 59
2020
Q2 		$205K Buy
+948
New +$197K 0.14% 65
2020
Q1 		– Sell
-1,054
Closed -$224K – 66
2019
Q4 		$224K Buy
+1,054
New +$198K 0.16% 66

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Trecaso Financial Group's BABA Position: Q4 2020 in Review

Wells Trecaso Financial Group sold out of Alibaba (BABA) in Q4 2020, closing a stake of 817 shares — an estimated $240K sold.

Wells Trecaso Financial Group first reported a position in BABA in Q4 2019 and held it in 3 quarters. The position peaked at $240K in Q3 2020. 1,935 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

  • Wells Trecaso Financial Group reported no remaining Alibaba position as of Q4 2020 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 817 Alibaba shares in Q4 2020, an estimated $240K.
  • Wells Trecaso Financial Group first reported a position in Alibaba in Q4 2019 and held it in 3 quarters.
  • Wells Trecaso Financial Group's Alibaba position peaked at $240K in Q3 2020.
  • 1,935 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Wells Trecaso Financial Group's 13F filing for Q4 2020, filed 4 Feb 2021.