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Capital Advisors Wealth Management’s Alibaba BABA Stock Holding History

Capital Advisors 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
2021
Q3 		– Sell
-1,032
Closed -$234K – 102
2021
Q2 		$234K Sell
1,032
-270
-21% -$60K 0.09% 82
2021
Q1 		$295K Buy
+1,302
New +$320K 0.13% 70

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

Capital Advisors Wealth Management's BABA Position: Q3 2021 in Review

Capital Advisors Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,032 shares — an estimated $234K sold.

Capital Advisors Wealth Management first reported a position in BABA in Q1 2021 and held it in 2 quarters. The position peaked at $295K in Q1 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Capital Advisors Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,032 Alibaba shares in Q3 2021, an estimated $234K.
  • Capital Advisors Wealth Management first reported a position in Alibaba in Q1 2021 and held it in 2 quarters.
  • Capital Advisors Wealth Management's Alibaba position peaked at $295K in Q1 2021.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.