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Lenox Wealth Advisors’s Alibaba BABA Stock Holding History

Lenox 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
2022
Q1 		$133K Sell
1,286
-14
-1% -$1.61K 0.02% 141
2021
Q4 		$154K Hold
1,300
– – 0.02% 131
2021
Q3 		$192K Sell
1,300
-25
-2% -$4.55K 0.02% 106
2021
Q2 		$300K Buy
1,325
+25
+2% +$5.55K 0.04% 82
2021
Q1 		$295K Sell
1,300
-548
-30% -$135K 0.04% 69
2020
Q4 		$430K Buy
1,848
+53
+3% +$14.7K 0.06% 54
2020
Q3 		$528K Hold
1,795
– – 0.08% 45
2020
Q2 		$387K Sell
1,795
-52
-3% -$10.8K 0.06% 48
2020
Q1 		$359K Buy
1,847
+52
+3% +$10.9K 0.07% 46
2019
Q4 		$381K Buy
1,795
+100
+6% +$18.8K 0.06% 61
2019
Q3 		$283K Hold
1,695
– – 0.05% 62
2019
Q2 		$287K Sell
1,695
-12
-0.7% -$2.07K 0.05% 56
2019
Q1 		$311K Buy
1,707
+24
+1% +$4.04K 0.06% 51
2018
Q4 		$231K Sell
1,683
-8
-0.5% -$1.18K 0.05% 58
2018
Q3 		$279K Buy
1,691
+847
+100% +$150K 0.06% 58
2018
Q2 		$157K Sell
844
-195
-19% -$37.2K 0.03% 70
2018
Q1 		$191K Buy
1,039
+437
+73% +$82.3K 0.04% 61
2017
Q4 		$104K Buy
602
+580
+2,636% +$104K 0.03% 68
2017
Q3 		$4K Buy
+22
New +$3.57K ﹤0.01% 85
2016
Q1 		– Sell
-114
Closed -$9K – 265
2015
Q4 		$9K Buy
+114
New +$8.95K ﹤0.01% 182

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

Lenox Wealth Advisors's BABA Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Alibaba (BABA) stake by 1.1% in Q1 2022, selling an estimated $1.61K and leaving 1,286 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #141.

Lenox Wealth Advisors first reported a position in BABA in Q4 2015 and has held it in 20 quarters since. The position peaked at $528K in Q3 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Lenox Wealth Advisors held 1,286 shares of Alibaba worth $133K as of Q1 2022.
  • Lenox Wealth Advisors sold 14 Alibaba shares in Q1 2022, an estimated $1.61K.
  • Alibaba made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #141 holding.
  • Lenox Wealth Advisors first reported a position in Alibaba in Q4 2015 and has held it in 20 quarters since.
  • Lenox Wealth Advisors's Alibaba position peaked at $528K in Q3 2020.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.