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Liberty Wealth Management’s Alibaba BABA Stock Holding History

Liberty 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
2021
Q4 		– Sell
-672
Closed -$103K – 247
2021
Q3 		$103K Buy
672
+174
+35% +$31.7K 0.04% 281
2021
Q2 		$113K Buy
498
+42
+9% +$9.33K 0.04% 200
2021
Q1 		$120K Hold
456
– – 0.06% 158
2020
Q4 		$120K Sell
456
-58
-11% -$16.1K 0.06% 156
2020
Q3 		$151K Sell
514
-19
-4% -$5.01K 0.09% 116
2020
Q2 		$115K Buy
533
+118
+28% +$24.6K 0.08% 133
2020
Q1 		$81K Sell
415
-5
-1% -$1.04K 0.07% 162
2019
Q4 		$89K Buy
420
+65
+18% +$12.2K 0.07% 173
2019
Q3 		$59K Buy
355
+18
+5% +$3.09K 0.06% 202
2019
Q2 		$57K Buy
337
+182
+117% +$31.4K 0.05% 229
2019
Q1 		$28K Buy
155
+21
+16% +$3.53K 0.02% 292
2018
Q4 		$18K Buy
+134
New +$19.8K 0.01% 340

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

Liberty Wealth Management's BABA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 672 shares — an estimated $103K sold.

Liberty Wealth Management first reported a position in BABA in Q4 2018 and held it in 12 quarters. The position peaked at $151K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 672 Alibaba shares in Q4 2021, an estimated $103K.
  • Liberty Wealth Management first reported a position in Alibaba in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Alibaba position peaked at $151K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.