IWA
BABA icon

IBEX Wealth Advisors’s Alibaba BABA Stock Holding History

IBEX 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
2021
Q4 		– Sell
-100
Closed -$15K – 211
2021
Q3 		$15K Sell
100
-13,980
-99% -$2.54M ﹤0.01% 335
2021
Q2 		$3.19M Buy
14,080
+514
+4% +$114K 0.64% 66
2021
Q1 		$3.08M Buy
13,566
+710
+6% +$174K 0.76% 59
2020
Q4 		$2.99M Buy
12,856
+1,234
+11% +$343K 0.78% 56
2020
Q3 		$3.42M Sell
11,622
-239
-2% -$63K 0.99% 43
2020
Q2 		$2.56M Sell
11,861
-582
-5% -$121K 0.82% 53
2020
Q1 		$2.42M Sell
12,443
-128
-1% -$26.7K 0.94% 46
2019
Q4 		$2.67M Buy
12,571
+81
+0.6% +$15.2K 0.82% 51
2019
Q3 		$2.09M Buy
12,490
+131
+1% +$22.5K 0.69% 62
2019
Q2 		$2.09M Sell
12,359
-79
-0.6% -$13.6K 0.6% 64
2019
Q1 		$2.27M Buy
+12,438
New +$2.09M 0.8% 55
2018
Q4 		– Sell
-12,947
Closed -$2.1M – 74
2018
Q3 		$2.1M Buy
12,947
+746
+6% +$132K 0.75% 56
2018
Q2 		$2.17M Hold
12,201
– – 0.87% 54
2018
Q1 		$2.17M Buy
12,201
+1,379
+13% +$260K 0.88% 53
2017
Q4 		$2.06M Buy
+10,822
New +$1.94M 0.91% 46
2017
Q1 		– Sell
-190
Closed -$18K – 98
2016
Q4 		$18K Buy
+190
New +$18.3K 0.01% 230

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IBEX Wealth Advisors's BABA Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Alibaba (BABA) in Q4 2021, closing a stake of 100 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in BABA in Q4 2016 and held it in 16 quarters. The position peaked at $3.42M in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 100 Alibaba shares in Q4 2021, an estimated $15K.
  • IBEX Wealth Advisors first reported a position in Alibaba in Q4 2016 and held it in 16 quarters.
  • IBEX Wealth Advisors's Alibaba position peaked at $3.42M in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.