Dougherty Wealth Advisers’s Alibaba BABA Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-151	Closed	-$16K	–	127
2022 Q1	$16K	Hold	151	–	–	0.02%	114
2021 Q4	$18K	Hold	151	–	–	0.03%	122
2021 Q3	$22K	Hold	151	–	–	0.03%	119
2021 Q2	$34K	Hold	151	–	–	0.05%	110
2021 Q1	$34K	Hold	151	–	–	0.05%	107
2020 Q4	$35K	Hold	151	–	–	0.06%	114
2020 Q3	$44K	Hold	151	–	–	0.15%	106
2020 Q2	$33K	Hold	151	–	–	0.12%	119
2020 Q1	$29K	Hold	151	–	–	0.12%	122
2019 Q4	$32K	Hold	151	–	–	0.1%	134
2019 Q3	$25K	Hold	151	–	–	0.08%	141
2019 Q2	$26K	Hold	151	–	–	0.07%	164
2019 Q1	$28K	Hold	151	–	–	0.09%	139
2018 Q4	$25K	Buy	+151	New	+$22.3K	0.08%	149

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dougherty Wealth Advisers's BABA Position: Q2 2022 in Review

Dougherty Wealth Advisers sold out of Alibaba (BABA) in Q2 2022, closing a stake of 151 shares — an estimated $16K sold.

Dougherty Wealth Advisers first reported a position in BABA in Q4 2018 and held it in 14 quarters. The position peaked at $44K in Q3 2020. 1,303 funds tracked by Wall St. Rank hold BABA as of Q2 2022.

Dougherty Wealth Advisers reported no remaining Alibaba position as of Q2 2022 after selling out during the quarter.
Dougherty Wealth Advisers sold 151 Alibaba shares in Q2 2022, an estimated $16K.
Dougherty Wealth Advisers first reported a position in Alibaba in Q4 2018 and held it in 14 quarters.
Dougherty Wealth Advisers's Alibaba position peaked at $44K in Q3 2020.
1,303 funds tracked by Wall St. Rank held Alibaba as of Q2 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2022, filed 19 Jul 2022.