Brandywine Oak Private Wealth’s Alibaba BABA Stock Holding History

Brandywine Oak Private Wealth’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	-2,509	Closed	-$371K	–	348
2021 Q3	$371K	Sell	2,509 -627	-20%	-$114K	0.04%	222
2021 Q2	$711K	Buy	3,136 +585	+23%	+$130K	0.08%	159
2021 Q1	$578K	Sell	2,551 -131	-5%	-$32.2K	0.09%	140
2020 Q4	$624K	Sell	2,682 -7	-0.3%	-$1.94K	0.1%	128
2020 Q3	$790K	Buy	2,689 +298	+12%	+$78.5K	0.13%	94
2020 Q2	$515K	Sell	2,391 -114	-5%	-$23.7K	0.09%	129
2020 Q1	$508K	Buy	2,505 +637	+34%	+$133K	0.1%	108
2019 Q4	$396K	Sell	1,868 -66	-3%	-$12.4K	0.07%	144
2019 Q3	$323K	Buy	1,934 +241	+14%	+$41.4K	0.06%	157
2019 Q2	$312K	Sell	1,693 -318	-16%	-$54.9K	0.06%	158
2019 Q1	$366K	Sell	2,011 -24	-1%	-$4.04K	0.08%	128
2018 Q4	$278K	Buy	+2,035	New	+$301K	0.06%	156

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

Brandywine Oak Private Wealth's BABA Position: Q4 2021 in Review

Brandywine Oak Private Wealth sold out of Alibaba (BABA) in Q4 2021, closing a stake of 2,509 shares — an estimated $371K sold.

Brandywine Oak Private Wealth first reported a position in BABA in Q4 2018 and held it in 12 quarters. The position peaked at $790K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Brandywine Oak Private Wealth reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,509 Alibaba shares in Q4 2021, an estimated $371K.
Brandywine Oak Private Wealth first reported a position in Alibaba in Q4 2018 and held it in 12 quarters.
Brandywine Oak Private Wealth's Alibaba position peaked at $790K in Q3 2020.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.