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Linscomb Wealth’s Alibaba BABA Stock Holding History

Linscomb Wealth’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
Q3 		– Sell
-1,434
Closed -$325K – 338
2021
Q2 		$325K Buy
1,434
+197
+16% +$43.8K 0.02% 260
2021
Q1 		$280K Buy
1,237
+271
+28% +$66.6K 0.02% 274
2020
Q4 		$225K Sell
966
-761
-44% -$211K 0.01% 290
2020
Q3 		$508K Buy
1,727
+108
+7% +$28.5K 0.04% 189
2020
Q2 		$349K Buy
1,619
+90
+6% +$18.7K 0.03% 229
2020
Q1 		$297K Buy
+1,529
New +$319K 0.03% 328
2018
Q2 		– Sell
-1,093
Closed -$201K – 277
2018
Q1 		$201K Buy
+1,093
New +$206K 0.02% 263

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Linscomb Wealth's BABA Position: Q3 2021 in Review

Linscomb Wealth sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,434 shares — an estimated $325K sold.

Linscomb Wealth first reported a position in BABA in Q1 2018 and held it in 7 quarters. The position peaked at $508K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Linscomb Wealth reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Linscomb Wealth sold 1,434 Alibaba shares in Q3 2021, an estimated $325K.
  • Linscomb Wealth first reported a position in Alibaba in Q1 2018 and held it in 7 quarters.
  • Linscomb Wealth's Alibaba position peaked at $508K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Linscomb Wealth's 13F filing for Q3 2021, filed 3 Nov 2021.