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Financial Partners Capital Management’s Alibaba BABA Stock Holding History

Financial Partners Capital 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
2022
Q4 		$1.79M Sell
20,335
-2,724
-12% -$215K 0.4% 63
2022
Q3 		$1.84M Sell
23,059
-873
-4% -$83.2K 0.44% 59
2022
Q2 		$2.72M Sell
23,932
-1,361
-5% -$133K 0.59% 52
2022
Q1 		$2.75M Buy
25,293
+13,654
+117% +$1.57M 0.51% 53
2021
Q4 		$1.38M Sell
11,639
-14,577
-56% -$2.12M 0.25% 72
2021
Q3 		$3.88M Sell
26,216
-615
-2% -$112K 0.71% 40
2021
Q2 		$6.08M Buy
26,831
+780
+3% +$173K 1.12% 34
2021
Q1 		$5.91M Buy
26,051
+469
+2% +$115K 1.19% 33
2020
Q4 		$5.95M Buy
25,582
+519
+2% +$144K 1.36% 30
2020
Q3 		$7.37M Sell
25,063
-158
-0.6% -$41.6K 1.96% 21
2020
Q2 		$5.44M Sell
25,221
-1,630
-6% -$339K 1.57% 27
2020
Q1 		$5.22M Buy
+26,851
New +$5.6M 1.67% 27
2018
Q4 		$2.43M Buy
+17,706
New +$2.62M 0.8% 37
2018
Q1 		– Sell
-6,623
Closed -$1.14M – 77
2017
Q4 		$1.14M Buy
6,623
+66
+1% +$11.8K 0.21% 82
2017
Q3 		$1.13M Buy
6,557
+1,842
+39% +$299K 0.22% 79
2017
Q2 		$664K Buy
4,715
+100
+2% +$12.3K 0.14% 90
2017
Q1 		$498K Buy
4,615
+485
+12% +$49.4K 0.11% 90
2016
Q4 		$363K Buy
4,130
+580
+16% +$55.8K 0.09% 94
2016
Q3 		$369K Sell
3,550
-2,860
-45% -$265K 0.09% 85
2016
Q2 		$510K Sell
6,410
-76,075
-92% -$5.95M 0.14% 78
2016
Q1 		$6.52M Sell
82,485
-5,345
-6% -$376K 1.62% 26
2015
Q4 		$7.14M Sell
87,830
-1,450
-2% -$114K 1.7% 21
2015
Q3 		$5.26M Buy
89,280
+39,945
+81% +$2.9M 1.32% 30
2015
Q2 		$4.06M Buy
+49,335
New +$4.24M 0.99% 43

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Partners Capital Management's BABA Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Alibaba (BABA) stake by 12% in Q4 2022, selling an estimated $215K and leaving 20,335 shares worth $1.79M. The position accounts for 0.4% of the portfolio, ranked #63.

Financial Partners Capital Management first reported a position in BABA in Q2 2015 and has held it in 24 quarters since. The position peaked at $7.37M in Q3 2020. 1,172 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

  • Financial Partners Capital Management held 20,335 shares of Alibaba worth $1.79M as of Q4 2022.
  • Financial Partners Capital Management sold 2,724 Alibaba shares in Q4 2022, an estimated $215K.
  • Alibaba made up 0.4% of Financial Partners Capital Management's portfolio in Q4 2022, its #63 holding.
  • Financial Partners Capital Management first reported a position in Alibaba in Q2 2015 and has held it in 24 quarters since.
  • Financial Partners Capital Management's Alibaba position peaked at $7.37M in Q3 2020.
  • 1,172 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.