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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 $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

HCR Wealth Advisors's BABA Position: Q1 2022 in Review

HCR Wealth Advisors sold out of Alibaba (BABA) in Q1 2022, closing a stake of 5,856 shares — an estimated $696K sold.

HCR Wealth Advisors first reported a position in BABA in Q3 2017 and held it in 18 quarters. The position peaked at $1.89M in Q3 2020. 1,321 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • HCR Wealth Advisors reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 5,856 Alibaba shares in Q1 2022, an estimated $696K.
  • HCR Wealth Advisors first reported a position in Alibaba in Q3 2017 and held it in 18 quarters.
  • HCR Wealth Advisors's Alibaba position peaked at $1.89M in Q3 2020.
  • 1,321 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.