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Johanson Financial Advisors’s Alibaba BABA Stock Holding History

Johanson Financial 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 		$853K Sell
7,179
-2,995
-29% -$436K 0.26% 68
2021
Q3 		$1.51M Sell
10,174
-2,493
-20% -$454K 0.52% 45
2021
Q2 		$2.72M Sell
12,667
-136
-1% -$30.2K 0.92% 28
2021
Q1 		$3.06M Buy
12,803
+22
+0.2% +$5.4K 1.12% 27
2020
Q4 		$2.97M Buy
12,781
+343
+3% +$95.2K 1.2% 26
2020
Q3 		$3.58M Buy
12,438
+398
+3% +$105K 1.6% 19
2020
Q2 		$2.6M Sell
12,040
-7
-0.1% -$1.46K 1.3% 24
2020
Q1 		$2.35M Sell
12,047
-2,459,787
-100% -$513M 1.36% 24
2019
Q4 		$11.7M Buy
2,471,834
+2,460,030
+20,841% +$462M 0.55% 35
2019
Q3 		$1.98M Sell
11,804
-361
-3% -$62K 1.03% 30
2019
Q2 		$2.06M Buy
12,165
+300
+3% +$51.8K 1.1% 31
2019
Q1 		$2.17M Buy
11,865
+1,975
+20% +$332K 1.22% 29
2018
Q4 		$1.35M Sell
9,890
-2,925
-23% -$432K 0.91% 32
2018
Q3 		$2.1M Buy
12,815
+222
+2% +$39.3K 1.22% 26
2018
Q2 		$2.34M Buy
12,593
+419
+3% +$79.9K 1.48% 21
2018
Q1 		$2.23M Buy
12,174
+1,230
+11% +$232K 1.48% 21
2017
Q4 		$1.88M Buy
10,944
+4,402
+67% +$789K 1.25% 24
2017
Q3 		$1.13M Buy
6,542
+4,737
+262% +$768K 0.83% 30
2017
Q2 		$253K Buy
+1,805
New +$223K 0.21% 72

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

Johanson Financial Advisors's BABA Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Alibaba (BABA) stake by 29% in Q4 2021, selling an estimated $436K and leaving 7,179 shares worth $853K. The position accounts for 0.26% of the portfolio, ranked #68.

Johanson Financial Advisors first reported a position in BABA in Q2 2017 and has held it in 19 quarters since. The position peaked at $11.7M in Q4 2019. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Johanson Financial Advisors held 7,179 shares of Alibaba worth $853K as of Q4 2021.
  • Johanson Financial Advisors sold 2,995 Alibaba shares in Q4 2021, an estimated $436K.
  • Alibaba made up 0.26% of Johanson Financial Advisors's portfolio in Q4 2021, its #68 holding.
  • Johanson Financial Advisors first reported a position in Alibaba in Q2 2017 and has held it in 19 quarters since.
  • Johanson Financial Advisors's Alibaba position peaked at $11.7M in Q4 2019.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.