Merriman Wealth Management’s Alibaba BABA Stock Holding History

Merriman 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 Q3	–	Sell	-944	Closed	-$214K	–	199
2021 Q2	$214K	Buy	+944	New	+$210K	0.02%	209
2020 Q4	–	Sell	-911	Closed	-$268K	–	200
2020 Q3	$268K	Sell	911 -711	-44%	-$187K	0.04%	141
2020 Q2	$350K	Sell	1,622 -150	-8%	-$31.2K	0.06%	128
2020 Q1	$345K	Hold	1,772	–	–	0.08%	109
2019 Q4	$376K	Sell	1,772 -128	-7%	-$24K	0.07%	138
2019 Q3	$318K	Hold	1,900	–	–	0.06%	140
2019 Q2	$3.33K	Sell	1,900 -100	-5%	-$17.3K	0.06%	144
2019 Q1	$365K	Buy	2,000 +103	+5%	+$17.3K	0.07%	152
2018 Q4	$265K	Sell	1,897 -164	-8%	-$24.2K	0.06%	132
2018 Q3	$340K	Sell	2,061 -17	-0.8%	-$3.01K	0.07%	134
2018 Q2	$386K	Sell	2,078 -300	-13%	-$57.2K	0.09%	125
2018 Q1	$436K	Sell	2,378 -31	-1%	-$5.84K	0.11%	131
2017 Q4	$415K	Buy	2,409 +779	+48%	+$140K	0.1%	124
2017 Q3	$282K	Buy	+1,630	New	+$264K	0.07%	131

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Merriman Wealth Management's BABA Position: Q3 2021 in Review

Merriman Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 944 shares — an estimated $214K sold.

Merriman Wealth Management first reported a position in BABA in Q3 2017 and held it in 14 quarters. The position peaked at $436K in Q1 2018. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Merriman Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Merriman Wealth Management sold 944 Alibaba shares in Q3 2021, an estimated $214K.
Merriman Wealth Management first reported a position in Alibaba in Q3 2017 and held it in 14 quarters.
Merriman Wealth Management's Alibaba position peaked at $436K in Q1 2018.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.