Executive Wealth Management’s Alibaba BABA Stock Holding History

Executive 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	-1,696	Closed	-$384K	–	187
2021 Q2	$384K	Sell	1,696 -10,975	-87%	-$2.44M	0.04%	146
2021 Q1	$2.87M	Buy	12,671 +1,414	+13%	+$347K	0.34%	77
2020 Q4	$2.62M	Buy	11,257 +4,346	+63%	+$1.21M	0.32%	75
2020 Q3	$2.03M	Buy	6,911 +692	+11%	+$182K	0.28%	72
2020 Q2	$1.34M	Buy	6,219 +142	+2%	+$29.6K	0.2%	70
2020 Q1	$1.18M	Sell	6,077 -1,136	-16%	-$237K	0.21%	65
2019 Q4	$1.53M	Sell	7,213 -634	-8%	-$119K	0.21%	73
2019 Q3	$1.31M	Sell	7,847 -1,553	-17%	-$267K	0.2%	72
2019 Q2	$1.59M	Buy	9,400 +755	+9%	+$130K	0.23%	77
2019 Q1	$1.58M	Buy	8,645 +3,243	+60%	+$545K	0.28%	63
2018 Q4	$740K	Buy	+5,402	New	+$799K	0.13%	86

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Executive Wealth Management's BABA Position: Q3 2021 in Review

Executive Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,696 shares — an estimated $384K sold.

Executive Wealth Management first reported a position in BABA in Q4 2018 and held it in 11 quarters. The position peaked at $2.87M in Q1 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Executive Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Executive Wealth Management sold 1,696 Alibaba shares in Q3 2021, an estimated $384K.
Executive Wealth Management first reported a position in Alibaba in Q4 2018 and held it in 11 quarters.
Executive Wealth Management's Alibaba position peaked at $2.87M in Q1 2021.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Executive Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.