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Foresight Wealth Management’s Alibaba BABA Stock Holding History

Foresight 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
2022
Q1 		– Sell
-2,606
Closed -$310K – 123
2021
Q4 		$310K Sell
2,606
-930
-26% -$135K ﹤0.01% 100
2021
Q3 		$524K Buy
3,536
+150
+4% +$27.3K 0.11% 69
2021
Q2 		$768K Buy
3,386
+78
+2% +$17.3K 0.17% 59
2021
Q1 		$750K Buy
3,308
+519
+19% +$127K 0.19% 51
2020
Q4 		$649K Sell
2,789
-320
-10% -$88.8K 0.17% 53
2020
Q3 		$914K Sell
3,109
-326
-9% -$85.9K 0.31% 39
2020
Q2 		$741K Buy
3,435
+258
+8% +$53.7K 0.34% 45
2020
Q1 		$618K Sell
3,177
-189
-6% -$39.4K 0.43% 44
2019
Q4 		$714K Buy
3,366
+147
+5% +$27.6K 0.44% 45
2019
Q3 		$538K Buy
3,219
+140
+5% +$24.1K 0.39% 51
2019
Q2 		$522K Buy
3,079
+132
+4% +$22.8K 0.39% 55
2019
Q1 		$538K Buy
2,947
+223
+8% +$37.5K 0.47% 54
2018
Q4 		$373K Buy
+2,724
New +$403K 0.4% 59

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foresight Wealth Management's BABA Position: Q1 2022 in Review

Foresight Wealth Management sold out of Alibaba (BABA) in Q1 2022, closing a stake of 2,606 shares — an estimated $310K sold.

Foresight Wealth Management first reported a position in BABA in Q4 2018 and held it in 13 quarters. The position peaked at $914K in Q3 2020. 1,321 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Foresight Wealth Management reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 2,606 Alibaba shares in Q1 2022, an estimated $310K.
  • Foresight Wealth Management first reported a position in Alibaba in Q4 2018 and held it in 13 quarters.
  • Foresight Wealth Management's Alibaba position peaked at $914K in Q3 2020.
  • 1,321 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Foresight Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.