Bordeaux Wealth Advisors’s Alibaba BABA Stock Holding History

Bordeaux 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
2021 Q4	–	Sell	-2,200	Closed	-$326K	–	99
2021 Q3	$326K	Hold	2,200	–	–	0.18%	62
2021 Q2	$499K	Buy	+2,200	New	+$489K	0.29%	54

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

Bordeaux Wealth Advisors's BABA Position: Q4 2021 in Review

Bordeaux Wealth Advisors sold out of Alibaba (BABA) in Q4 2021, closing a stake of 2,200 shares — an estimated $326K sold.

Bordeaux Wealth Advisors first reported a position in BABA in Q2 2021 and held it in 2 quarters. The position peaked at $499K in Q2 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Bordeaux Wealth Advisors reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Bordeaux Wealth Advisors sold 2,200 Alibaba shares in Q4 2021, an estimated $326K.
Bordeaux Wealth Advisors first reported a position in Alibaba in Q2 2021 and held it in 2 quarters.
Bordeaux Wealth Advisors's Alibaba position peaked at $499K in Q2 2021.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2021, filed 27 Jan 2022.