BRWM
BABA icon

B. Riley Wealth Management’s Alibaba BABA Stock Holding History

B. Riley 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
Q2 		$34.6K Buy
4,820
+1,247
+35% +$122K 0.04% 84
2022
Q1 		$389K Sell
3,573
-475
-12% -$54.7K 0.03% 384
2021
Q4 		$481K Sell
4,048
-397
-9% -$57.8K 0.03% 363
2021
Q3 		$658K Sell
4,445
-5,290
-54% -$962K 0.05% 285
2021
Q2 		$2.21M Sell
9,735
-126
-1% -$28K 0.24% 95
2021
Q1 		$2.24M Sell
9,861
-6,035
-38% -$1.48M 0.26% 92
2020
Q4 		$3.7M Sell
15,896
-163
-1% -$45.3K 0.48% 52
2020
Q3 		$4.72M Buy
16,059
+5,445
+51% +$1.43M 0.56% 52
2020
Q2 		$2.29M Buy
10,614
+1,557
+17% +$324K 0.25% 97
2020
Q1 		$1.76M Buy
9,057
+656
+8% +$137K 0.19% 116
2019
Q4 		$1.78M Buy
8,401
+307
+4% +$57.6K 0.27% 88
2019
Q3 		$1.29M Sell
8,094
-1,504
-16% -$258K 0.22% 102
2019
Q2 		$1.63K Buy
9,598
+280
+3% +$48.3K 0.25% 80
2019
Q1 		$1.7M Sell
9,318
-537
-5% -$90.3K 0.29% 78
2018
Q4 		$1.35M Sell
9,855
-275
-3% -$40.7K 0.28% 83
2018
Q3 		$1.67M Buy
+10,130
New +$1.79M 0.41% 54
2016
Q1 		– Sell
-6,305
Closed -$512K – 134
2015
Q4 		$512K Buy
6,305
+1,500
+31% +$118K 0.65% 43
2015
Q3 		$283K Sell
4,805
-937
-16% -$68.1K 0.4% 93
2015
Q2 		$472K Buy
5,742
+300
+6% +$25.8K 0.38% 58
2015
Q1 		$452K Buy
5,442
+1,881
+53% +$170K 0.34% 68
2014
Q4 		$370K Buy
+3,561
New +$365K 0.3% 84

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

B. Riley Wealth Management's BABA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Alibaba (BABA) stake by 35% in Q2 2022, buying an estimated $122K and bringing the position to 4,820 shares worth $34.6K. The position accounts for 0.04% of the portfolio, ranked #84.

B. Riley Wealth Management first reported a position in BABA in Q4 2014 and has held it in 21 quarters since. The position peaked at $4.72M in Q3 2020. 1,303 funds tracked by Wall St. Rank hold BABA as of Q2 2022.

  • B. Riley Wealth Management held 4,820 shares of Alibaba worth $34.6K as of Q2 2022.
  • B. Riley Wealth Management bought 1,247 Alibaba shares in Q2 2022, an estimated $122K.
  • Alibaba made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #84 holding.
  • B. Riley Wealth Management first reported a position in Alibaba in Q4 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Management's Alibaba position peaked at $4.72M in Q3 2020.
  • 1,303 funds tracked by Wall St. Rank held Alibaba as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.