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HCR Wealth Advisors’s Alibaba BABA Stock Holding History

HCR Wealth Advisors’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
-5,856
Closed -$696K – 188
2021
Q4 		$696K Sell
5,856
-1,000
-15% -$146K 0.11% 117
2021
Q3 		$1.01M Buy
6,856
+104
+2% +$18.9K 0.17% 99
2021
Q2 		$1.53M Buy
6,752
+579
+9% +$129K 0.27% 80
2021
Q1 		$1.4M Sell
6,173
-623
-9% -$153K 0.28% 79
2020
Q4 		$1.58M Buy
6,796
+436
+7% +$121K 0.33% 62
2020
Q3 		$1.89M Buy
6,360
+311
+5% +$81.9K 0.43% 47
2020
Q2 		$1.31M Sell
6,049
-154
-2% -$32.1K 0.31% 57
2020
Q1 		$1.21M Sell
6,203
-220
-3% -$45.9K 0.35% 53
2019
Q4 		$1.36M Sell
6,423
-1,255
-16% -$235K 0.33% 57
2019
Q3 		$1.29M Buy
7,678
+1,930
+34% +$332K 0.43% 54
2019
Q2 		$974K Sell
5,748
-5,655
-50% -$976K 0.28% 68
2019
Q1 		$749K Sell
11,403
-1,356
-11% -$228K 0.22% 86
2018
Q4 		$789K Sell
12,759
-914
-7% -$135K 0.25% 78
2018
Q3 		$992K Buy
13,673
+649
+5% +$115K 0.32% 71
2018
Q2 		$1.11M Buy
13,024
+3,530
+37% +$673K 0.36% 68
2018
Q1 		$1.74M Buy
9,494
+350
+4% +$65.9K 0.6% 36
2017
Q4 		$370K Buy
9,144
+7,219
+375% +$1.29M 0.13% 121
2017
Q3 		$332K Buy
+1,925
New +$312K 0.14% 122

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return