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Caliber Wealth Management (Utah)’s Alibaba BABA Stock Holding History

Caliber Wealth Management (Utah)’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
Q3 		– Sell
-2,347
Closed -$532K – 71
2021
Q2 		$532K Sell
2,347
-4,553
-66% -$1.01M 0.38% 66
2021
Q1 		$1.56M Buy
6,900
+1,004
+17% +$247K 1.14% 34
2020
Q4 		$1.37M Buy
+5,896
New +$1.64M 1.35% 32

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Caliber Wealth Management (Utah)'s BABA Position: Q3 2021 in Review

Caliber Wealth Management (Utah) sold out of Alibaba (BABA) in Q3 2021, closing a stake of 2,347 shares — an estimated $532K sold.

Caliber Wealth Management (Utah) first reported a position in BABA in Q4 2020 and held it in 3 quarters. The position peaked at $1.56M in Q1 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Caliber Wealth Management (Utah) reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,347 Alibaba shares in Q3 2021, an estimated $532K.
  • Caliber Wealth Management (Utah) first reported a position in Alibaba in Q4 2020 and held it in 3 quarters.
  • Caliber Wealth Management (Utah)'s Alibaba position peaked at $1.56M in Q1 2021.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q3 2021, filed 25 Oct 2021.