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Capstone Financial Advisors’s Alibaba BABA Stock Holding History

Capstone Financial 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
-2,062
Closed -$305K – 143
2021
Q3 		$305K Sell
2,062
-5
-0.2% -$910 0.02% 94
2021
Q2 		$469K Buy
2,067
+5
+0.2% +$1.11K 0.04% 74
2021
Q1 		$468K Hold
2,062
– – 0.04% 66
2020
Q4 		$480K Buy
2,062
+1,056
+105% +$293K 0.05% 54
2020
Q3 		$296K Hold
1,006
– – 0.03% 77
2020
Q2 		$217K Sell
1,006
-727
-42% -$151K 0.02% 87
2020
Q1 		$337K Sell
1,733
-4
-0.2% -$835 0.04% 47
2019
Q4 		$368K Hold
1,737
– – 0.05% 54
2019
Q3 		$290K Sell
1,737
-439
-20% -$75.4K 0.04% 65
2019
Q2 		$369K Buy
2,176
+29
+1% +$5K 0.06% 52
2019
Q1 		$392K Buy
2,147
+125
+6% +$21K 0.07% 51
2018
Q4 		$277K Sell
2,022
-400
-17% -$59.1K 0.06% 62
2018
Q3 		$399K Sell
2,422
-57
-2% -$10.1K 0.1% 41
2018
Q2 		$460K Sell
2,479
-142
-5% -$27.1K 0.14% 39
2018
Q1 		$481K Buy
2,621
+408
+18% +$76.8K 0.16% 35
2017
Q4 		$382K Buy
+2,213
New +$397K 0.14% 41
2015
Q1 		– Sell
-3,540
Closed -$368K – 96
2014
Q4 		$368K Buy
+3,540
New +$363K 0.11% 49

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capstone Financial Advisors's BABA Position: Q4 2021 in Review

Capstone Financial Advisors sold out of Alibaba (BABA) in Q4 2021, closing a stake of 2,062 shares — an estimated $305K sold.

Capstone Financial Advisors first reported a position in BABA in Q4 2014 and held it in 17 quarters. The position peaked at $481K in Q1 2018. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Capstone Financial Advisors reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,062 Alibaba shares in Q4 2021, an estimated $305K.
  • Capstone Financial Advisors first reported a position in Alibaba in Q4 2014 and held it in 17 quarters.
  • Capstone Financial Advisors's Alibaba position peaked at $481K in Q1 2018.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Capstone Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.