Heritage Wealth Management (Arizona)’s Alibaba BABA Stock Holding History

Heritage Wealth Management (Arizona)’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	$82.6K	Buy	938 +424	+82%	+$33.4K	0.01%	437
2022 Q3	$41K	Sell	514 -183	-26%	-$17.4K	0.01%	424
2022 Q2	$79.2K	Sell	697 -1,020	-59%	-$100K	0.03%	360
2022 Q1	$187K	Buy	+1,717	New	+$198K	0.05%	281
2021 Q3	$273K	Buy	1,841 +95	+5%	+$17.3K	0.1%	168
2021 Q2	$396K	Sell	1,746 -58	-3%	-$12.9K	0.15%	116
2021 Q1	$409K	Buy	+1,804	New	+$443K	0.23%	81

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s BABA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Alibaba (BABA) stake by 82% in Q4 2022, buying an estimated $33.4K and bringing the position to 938 shares worth $82.6K. The position accounts for 0.01% of the portfolio, ranked #437.

Heritage Wealth Management (Arizona) first reported a position in BABA in Q1 2021 and has held it in 7 quarters since. The position peaked at $409K in Q1 2021. 1,172 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

Heritage Wealth Management (Arizona) held 938 shares of Alibaba worth $82.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 424 Alibaba shares in Q4 2022, an estimated $33.4K.
Alibaba made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #437 holding.
Heritage Wealth Management (Arizona) first reported a position in Alibaba in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Alibaba position peaked at $409K in Q1 2021.
1,172 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.