Beacon Financial Group’s Alibaba BABA Stock Holding History

Beacon 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
2021 Q4	–	Sell	-2,052	Closed	-$303K	–	224
2021 Q3	$303K	Sell	2,052 -18	-0.9%	-$3.27K	0.04%	217
2021 Q2	$436K	Hold	2,070	–	–	0.06%	189
2021 Q1	$506K	Hold	2,070	–	–	0.08%	167
2020 Q4	$506K	Sell	2,070 -2,082	-50%	-$578K	0.08%	170
2020 Q3	$1.22M	Buy	4,152 +84	+2%	+$22.1K	0.22%	109
2020 Q2	$875K	Hold	4,068	–	–	0.17%	119
2020 Q1	$778K	Buy	4,068 +1,132	+39%	+$236K	0.17%	118
2019 Q4	$487K	Hold	2,936	–	–	0.06%	156
2019 Q3	$487K	Hold	2,936	–	–	0.08%	143
2019 Q2	$498K	Buy	2,936 +500	+21%	+$86.3K	0.09%	142
2019 Q1	$444	Buy	2,436 +30	+1%	+$5.05K	0.07%	138
2018 Q4	$335K	Buy	+2,406	New	+$356K	0.06%	150
2018 Q3	–	Sell	-1,400	Closed	-$260K	–	180
2018 Q2	$260K	Buy	1,400 +100	+8%	+$19.1K	0.04%	183
2018 Q1	$239K	Buy	+1,300	New	+$245K	0.04%	200

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Financial Group's BABA Position: Q4 2021 in Review

Beacon Financial Group sold out of Alibaba (BABA) in Q4 2021, closing a stake of 2,052 shares — an estimated $303K sold.

Beacon Financial Group first reported a position in BABA in Q1 2018 and held it in 14 quarters. The position peaked at $1.22M in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Beacon Financial Group reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Beacon Financial Group sold 2,052 Alibaba shares in Q4 2021, an estimated $303K.
Beacon Financial Group first reported a position in Alibaba in Q1 2018 and held it in 14 quarters.
Beacon Financial Group's Alibaba position peaked at $1.22M in Q3 2020.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Beacon Financial Group's 13F filing for Q4 2021, filed 7 Jan 2022.