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Laurel Wealth Advisors (California)’s Alibaba BABA Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-1,687
Closed -$200K – 738
2021
Q4 		$200K Buy
1,687
+104
+7% +$15.1K 0.02% 761
2021
Q3 		$234K Sell
1,583
-513
-24% -$93.3K 0.04% 398
2021
Q2 		$476K Buy
2,096
+266
+15% +$59.1K 0.06% 284
2021
Q1 		$415K Sell
1,830
-5,606
-75% -$1.38M 0.06% 288
2020
Q4 		$1.73M Buy
7,436
+5,032
+209% +$1.4M 0.25% 92
2020
Q3 		$706K Sell
2,404
-158
-6% -$41.6K 0.12% 186
2020
Q2 		$553K Sell
2,562
-171
-6% -$35.6K 0.1% 209
2020
Q1 		$531K Sell
2,733
-631
-19% -$132K 0.12% 191
2019
Q4 		$714K Sell
3,364
-764
-19% -$143K 0.12% 194
2019
Q3 		$690K Buy
4,128
+891
+28% +$153K 0.12% 193
2019
Q2 		$549K Buy
3,237
+358
+12% +$61.8K 0.12% 189
2019
Q1 		$525K Buy
2,879
+1,153
+67% +$194K 0.13% 184
2018
Q4 		$236K Sell
1,726
-1,496
-46% -$221K 0.07% 288
2018
Q3 		$530K Sell
3,222
-955
-23% -$169K 0.13% 180
2018
Q2 		$774K Buy
4,177
+950
+29% +$181K 0.21% 118
2018
Q1 		$592K Buy
3,227
+152
+5% +$28.6K 0.18% 128
2017
Q4 		$530K Buy
3,075
+895
+41% +$160K 0.15% 164
2017
Q3 		$376K Buy
2,180
+502
+30% +$81.4K 0.13% 187
2017
Q2 		$236K Buy
+1,678
New +$207K 0.08% 254
2016
Q2 		– Sell
-731
Closed -$58K – 281
2016
Q1 		$58K Buy
+731
New +$51.4K 0.03% 269

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BABA Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Alibaba (BABA) in Q1 2022, closing a stake of 1,687 shares — an estimated $200K sold.

Laurel Wealth Advisors (California) first reported a position in BABA in Q1 2016 and held it in 20 quarters. The position peaked at $1.73M in Q4 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,687 Alibaba shares in Q1 2022, an estimated $200K.
  • Laurel Wealth Advisors (California) first reported a position in Alibaba in Q1 2016 and held it in 20 quarters.
  • Laurel Wealth Advisors (California)'s Alibaba position peaked at $1.73M in Q4 2020.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.