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Lake Point Wealth Management’s Alibaba BABA Stock Holding History

Lake Point Wealth Management’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 		$3K Buy
+25
New +$2.45K ﹤0.01% 268
2022
Q1 		– Sell
-8
Closed -$1K – 424
2021
Q4 		$1K Buy
+8
New +$1.17K ﹤0.01% 373
2019
Q1 		– Sell
-51
Closed -$7K – 681
2018
Q4 		$7K Buy
+51
New +$7.54K ﹤0.01% 512

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Point Wealth Management's BABA Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Alibaba (BABA) in Q2 2022: 25 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in BABA as recently as Q4 2021.

Lake Point Wealth Management first reported a position in BABA in Q4 2018 and has held it in 3 quarters since. The position peaked at $7K in Q4 2018. 1,303 funds tracked by Wall St. Rank hold BABA as of Q2 2022.

  • Lake Point Wealth Management held 25 shares of Alibaba worth $3K as of Q2 2022.
  • Alibaba was a new Lake Point Wealth Management position in Q2 2022.
  • Alibaba made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #268 holding.
  • Lake Point Wealth Management first reported a position in Alibaba in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Alibaba position peaked at $7K in Q4 2018.
  • 1,303 funds tracked by Wall St. Rank held Alibaba as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.