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
2019 Q3	–	Sell	-17	Closed	-$4K	–	111
2019 Q2	$4K	Buy	+17	New	+$2.93K	﹤0.01%	360

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

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

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

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

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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.