Adams Chetwood Wealth Management’s Alibaba BABA Stock Holding History

Adams Chetwood 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
2022 Q1	$241K	Buy	+2,218	New	+$256K	0.14%	79
2021 Q4	–	Sell	-2,204	Closed	-$326K	–	74
2021 Q3	$326K	Buy	2,204 +59	+3%	+$10.7K	0.24%	64
2021 Q2	$486K	Buy	2,145 +45	+2%	+$10K	0.34%	56
2021 Q1	$476K	Buy	2,100 +90	+4%	+$22.1K	0.36%	54
2020 Q4	$468K	Hold	2,010	–	–	0.39%	50
2020 Q3	$591K	Hold	2,010	–	–	0.57%	41
2020 Q2	$434K	Hold	2,010	–	–	0.44%	47
2020 Q1	$404K	Hold	2,010	–	–	0.47%	45
2019 Q4	$426K	Buy	+2,010	New	+$377K	0.44%	44

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Chetwood Wealth Management's BABA Position: Q1 2022 in Review

Adams Chetwood Wealth Management opened a new position in Alibaba (BABA) in Q1 2022: 2,218 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #79 among its holdings. This is a return to the name: Adams Chetwood Wealth Management previously reported a position in BABA as recently as Q3 2021.

Adams Chetwood Wealth Management first reported a position in BABA in Q4 2019 and has held it in 9 quarters since. The position peaked at $591K in Q3 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

Adams Chetwood Wealth Management held 2,218 shares of Alibaba worth $241K as of Q1 2022.
Alibaba was a new Adams Chetwood Wealth Management position in Q1 2022.
Alibaba made up 0.14% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #79 holding.
Adams Chetwood Wealth Management first reported a position in Alibaba in Q4 2019 and has held it in 9 quarters since.
Adams Chetwood Wealth Management's Alibaba position peaked at $591K in Q3 2020.
1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.