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Live Oak Private Wealth’s Alibaba BABA Stock Holding History

Live Oak Private 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
2022
Q4 		– Sell
-19,516
Closed -$1.56M – 172
2022
Q3 		$1.56M Buy
19,516
+1,216
+7% +$116K 0.35% 64
2022
Q2 		$2.08M Buy
18,300
+1,915
+12% +$188K 0.44% 65
2022
Q1 		$1.78M Buy
16,385
+6,748
+70% +$777K 0.35% 71
2021
Q4 		$1.15M Buy
9,637
+2,209
+30% +$322K 0.21% 87
2021
Q3 		$1.1M Sell
7,428
-1,163
-14% -$212K 0.22% 86
2021
Q2 		$1.95M Buy
8,591
+2,116
+33% +$470K 0.43% 63
2021
Q1 		$1.47M Buy
6,475
+1,035
+19% +$254K 0.36% 64
2020
Q4 		$1.27M Buy
5,440
+1,894
+53% +$526K 0.35% 63
2020
Q3 		$1.04M Sell
3,546
-180
-5% -$47.4K 0.36% 62
2020
Q2 		$804K Sell
3,726
-15
-0.4% -$3.12K 0.29% 68
2020
Q1 		$728K Buy
3,741
+862
+30% +$180K 0.75% 31
2019
Q4 		$611K Buy
+2,879
New +$540K 0.59% 36

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Live Oak Private Wealth's BABA Position: Q4 2022 in Review

Live Oak Private Wealth sold out of Alibaba (BABA) in Q4 2022, closing a stake of 19,516 shares — an estimated $1.56M sold.

Live Oak Private Wealth first reported a position in BABA in Q4 2019 and held it in 12 quarters. The position peaked at $2.08M in Q2 2022. 1,173 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

  • Live Oak Private Wealth reported no remaining Alibaba position as of Q4 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 19,516 Alibaba shares in Q4 2022, an estimated $1.56M.
  • Live Oak Private Wealth first reported a position in Alibaba in Q4 2019 and held it in 12 quarters.
  • Live Oak Private Wealth's Alibaba position peaked at $2.08M in Q2 2022.
  • 1,173 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on Live Oak Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.