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Beacon Pointe Wealth Advisors’s Alibaba BABA Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$651K Buy
3,068
+1,142
+59% +$214K 0.12% 138
2019
Q3 		$321K Sell
1,926
-428
-18% -$73.6K 0.07% 205
2019
Q2 		$400K Buy
2,354
+555
+31% +$95.8K 0.08% 183
2019
Q1 		$327K Buy
1,799
+292
+19% +$49.1K 0.07% 197
2018
Q4 		$207K Buy
+1,507
New +$223K 0.07% 210

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Beacon Pointe Wealth Advisors's BABA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Alibaba (BABA) stake by 59% in Q4 2019, buying an estimated $214K and bringing the position to 3,068 shares worth $651K. The position accounts for 0.12% of the portfolio, ranked #138.

Beacon Pointe Wealth Advisors first reported a position in BABA in Q4 2018 and has held it in 5 quarters since. 1,765 funds tracked by Wall St. Rank hold BABA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,068 shares of Alibaba worth $651K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 1,142 Alibaba shares in Q4 2019, an estimated $214K.
  • Alibaba made up 0.12% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #138 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Alibaba in Q4 2018 and has held it in 5 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Alibaba as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.