Compass Financial Advisors’s Alibaba BABA Stock Holding History

Compass 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
2022 Q1	–	Sell	-2,532	Closed	-$301K	–	138
2021 Q4	$301K	Buy	+2,532	New	+$369K	0.33%	98

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

EFM

E Fund Management Guangzhou, China $3.37B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Financial Advisors's BABA Position: Q1 2022 in Review

Compass Financial Advisors sold out of Alibaba (BABA) in Q1 2022, closing a stake of 2,532 shares — an estimated $301K sold.

Compass Financial Advisors first reported a position in BABA in Q4 2021 and held it in 1 quarter. The position peaked at $301K in Q4 2021. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

Compass Financial Advisors reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
Compass Financial Advisors sold 2,532 Alibaba shares in Q1 2022, an estimated $301K.
Compass Financial Advisors first reported a position in Alibaba in Q4 2021 and held it in 1 quarter.
Compass Financial Advisors's Alibaba position peaked at $301K in Q4 2021.
1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Compass Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.