Heritage Wealth Advisors’s Alibaba BABA Stock Holding History

Heritage 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 Q3	–	Sell	-33	Closed	-$4K	–	538
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	497
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	476
2021 Q4	$4K	Sell	33 -32	-49%	-$4.66K	﹤0.01%	489
2021 Q3	$9.62K	Hold	65	–	–	﹤0.01%	440
2021 Q2	$14.7K	Sell	65 -115	-64%	-$25.6K	﹤0.01%	431
2021 Q1	$40.8K	Buy	180 +115	+177%	+$28.2K	﹤0.01%	354
2020 Q4	$15K	Hold	65	–	–	﹤0.01%	434
2020 Q3	$19.1K	Hold	65	–	–	﹤0.01%	355
2020 Q2	$14K	Hold	65	–	–	﹤0.01%	363
2020 Q1	$12.6K	Hold	65	–	–	﹤0.01%	358
2019 Q4	$13.8K	Hold	65	–	–	﹤0.01%	406
2019 Q3	$10K	Hold	65	–	–	﹤0.01%	389
2019 Q2	$11K	Buy	65 +6	+10%	+$1.04K	﹤0.01%	385
2019 Q1	$10.8K	Buy	59 +15	+34%	+$2.52K	﹤0.01%	357
2018 Q4	$6K	Hold	44	–	–	﹤0.01%	332
2018 Q3	$7K	Buy	+44	New	+$7.79K	﹤0.01%	318

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's BABA Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Alibaba (BABA) in Q3 2022, closing a stake of 33 shares — an estimated $4K sold.

Heritage Wealth Advisors first reported a position in BABA in Q3 2018 and held it in 16 quarters. The position peaked at $40.8K in Q1 2021. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

Heritage Wealth Advisors reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 33 Alibaba shares in Q3 2022, an estimated $4K.
Heritage Wealth Advisors first reported a position in Alibaba in Q3 2018 and held it in 16 quarters.
Heritage Wealth Advisors's Alibaba position peaked at $40.8K in Q1 2021.
1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.