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Windsor Wealth Management’s Alibaba BABA Stock Holding History

Windsor 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
Q3 		– Sell
-1,738
Closed -$394K – 223
2021
Q2 		$394K Buy
1,738
+104
+6% +$23.1K 0.09% 160
2021
Q1 		$370K Sell
1,634
-419
-20% -$103K 0.09% 163
2020
Q4 		$478K Buy
2,053
+335
+19% +$93K 0.12% 139
2020
Q3 		$527K Buy
1,718
+574
+50% +$151K 0.15% 122
2020
Q2 		$247K Hold
1,144
– – 0.08% 170
2020
Q1 		$222K Sell
1,144
-25
-2% -$5.22K 0.09% 164
2019
Q4 		$248K Buy
+1,169
New +$219K 0.09% 170
2019
Q3 		– Sell
-1,324
Closed -$232K – 177
2019
Q2 		$232K Buy
+1,324
New +$229K 0.1% 162

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

Windsor Wealth Management's BABA Position: Q3 2021 in Review

Windsor Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,738 shares — an estimated $394K sold.

Windsor Wealth Management first reported a position in BABA in Q2 2019 and held it in 8 quarters. The position peaked at $527K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Windsor Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Windsor Wealth Management sold 1,738 Alibaba shares in Q3 2021, an estimated $394K.
  • Windsor Wealth Management first reported a position in Alibaba in Q2 2019 and held it in 8 quarters.
  • Windsor Wealth Management's Alibaba position peaked at $527K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Windsor Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.