Financial Architects (New Jersey)’s Alibaba BABA Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-500	Closed	-$91K	–	1209
2019 Q1	$91K	Sell	500 -500	-50%	-$84.1K	0.02%	480
2018 Q4	$137K	Sell	1,000 -1,000	-50%	-$148K	0.03%	337
2018 Q3	$330K	Buy	+2,000	New	+$354K	0.05%	230
2018 Q2	–	Sell	-5,500	Closed	-$1.01M	–	1332
2018 Q1	$1.01M	Buy	5,500 +2,200	+67%	+$414K	0.2%	95
2017 Q4	$569K	Sell	3,300 -2,000	-38%	-$358K	0.1%	146
2017 Q3	$882K	Buy	5,300 +3,100	+141%	+$503K	0.16%	108
2017 Q2	$310K	Buy	+2,200	New	+$272K	0.06%	220
2016 Q4	–	Sell	-100	Closed	-$2K	–	1392
2016 Q3	$2K	Buy	+100	New	+$9.27K	﹤0.01%	1304
2015 Q3	–	Sell	-35	Closed	-$31K	–	269
2015 Q2	$31K	Buy	+35	New	+$3.01K	0.01%	529

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

Financial Architects (New Jersey)'s BABA Position: Q4 2021 in Review

Financial Architects (New Jersey) sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,500 shares — an estimated $222K sold.

Financial Architects (New Jersey) first reported a position in BABA in Q4 2014 and held it in 26 quarters. The position peaked at $856K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Financial Architects (New Jersey) reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,500 Alibaba shares in Q4 2021, an estimated $222K.
Financial Architects (New Jersey) first reported a position in Alibaba in Q4 2014 and held it in 26 quarters.
Financial Architects (New Jersey)'s Alibaba position peaked at $856K in Q3 2020.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2021, filed 14 Feb 2022.