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Brewin Dolphin Wealth Management’s Alibaba BABA Stock Holding History

Brewin Dolphin 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 		$709K Buy
6,236
+3,817
+158% +$374K 0.08% 84
2022
Q1 		$263K Sell
2,419
-5,582
-70% -$643K 0.03% 119
2021
Q4 		$950K Buy
8,001
+204
+3% +$29.7K 0.1% 76
2021
Q3 		$1.15M Buy
7,797
+440
+6% +$80.1K 0.13% 72
2021
Q2 		$1.67M Buy
7,357
+1,205
+20% +$268K 0.2% 62
2021
Q1 		$1.39M Buy
6,152
+230
+4% +$56.5K 0.21% 59
2020
Q4 		$1.38M Buy
5,922
+1,167
+25% +$324K 0.23% 57
2020
Q3 		$1.4M Buy
4,755
+100
+2% +$26.3K 0.26% 52
2020
Q2 		$1M Buy
4,655
+130
+3% +$27.1K 0.21% 60
2020
Q1 		$880K Buy
4,525
+235
+5% +$49K 0.47% 34
2019
Q4 		$910K Buy
4,290
+100
+2% +$18.8K 0.42% 37
2019
Q3 		$701K Buy
4,190
+790
+23% +$136K 0.36% 41
2019
Q2 		$576K Sell
3,400
-60
-2% -$10.4K 0.3% 46
2019
Q1 		$631K Buy
3,460
+1,000
+41% +$168K 0.34% 44
2018
Q4 		$337K Buy
2,460
+20
+0.8% +$2.96K 0.2% 58
2018
Q3 		$402K Buy
2,440
+1,650
+209% +$292K 0.22% 58
2018
Q2 		$147K Hold
790
– – 0.09% 80
2018
Q1 		$145K Buy
790
+510
+182% +$96K 0.09% 79
2017
Q4 		$48.3K Buy
280
+170
+155% +$30.5K 0.03% 104
2017
Q3 		$19K Buy
+110
New +$17.8K 0.01% 126

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

Brewin Dolphin Wealth Management's BABA Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Alibaba (BABA) stake by 158% in Q2 2022, buying an estimated $374K and bringing the position to 6,236 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #84.

Brewin Dolphin Wealth Management first reported a position in BABA in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.67M in Q2 2021. 1,303 funds tracked by Wall St. Rank hold BABA as of Q2 2022.

  • Brewin Dolphin Wealth Management held 6,236 shares of Alibaba worth $709K as of Q2 2022.
  • Brewin Dolphin Wealth Management bought 3,817 Alibaba shares in Q2 2022, an estimated $374K.
  • Alibaba made up 0.08% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #84 holding.
  • Brewin Dolphin Wealth Management first reported a position in Alibaba in Q3 2017 and has held it in 20 quarters since.
  • Brewin Dolphin Wealth Management's Alibaba position peaked at $1.67M in Q2 2021.
  • 1,303 funds tracked by Wall St. Rank held Alibaba as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.