Herold Advisors’s Alibaba BABA Stock Holding History

Herold 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 Q2	–	Sell	-1,051	Closed	-$114K	–	226
2022 Q1	$114K	Buy	+1,051	New	+$121K	0.04%	256
2021 Q4	–	Sell	-1,475	Closed	-$218K	–	232
2021 Q3	$218K	Buy	+1,475	New	+$268K	0.08%	189

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herold Advisors's BABA Position: Q2 2022 in Review

Herold Advisors sold out of Alibaba (BABA) in Q2 2022, closing a stake of 1,051 shares — an estimated $114K sold.

Herold Advisors first reported a position in BABA in Q3 2021 and held it in 2 quarters. The position peaked at $218K in Q3 2021. 1,303 funds tracked by Wall St. Rank hold BABA as of Q2 2022.

Herold Advisors reported no remaining Alibaba position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,051 Alibaba shares in Q2 2022, an estimated $114K.
Herold Advisors first reported a position in Alibaba in Q3 2021 and held it in 2 quarters.
Herold Advisors's Alibaba position peaked at $218K in Q3 2021.
1,303 funds tracked by Wall St. Rank held Alibaba as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.