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Milestone Wealth’s Alibaba BABA Stock Holding History

Milestone 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
Q3 		$177K Sell
2,219
-200
-8% -$19.1K 0.2% 54
2022
Q2 		$275K Sell
2,419
-110
-4% -$10.8K 0.29% 39
2022
Q1 		$300K Hold
2,529
– – 0.24% 46
2021
Q4 		$300K Buy
+2,529
New +$368K 0.24% 46

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Milestone Wealth's BABA Position: Q3 2022 in Review

Milestone Wealth reduced its Alibaba (BABA) stake by 8.3% in Q3 2022, selling an estimated $19.1K and leaving 2,219 shares worth $177K. The position accounts for 0.2% of the portfolio, ranked #54.

Milestone Wealth first reported a position in BABA in Q4 2021 and has held it in 4 quarters since. The position peaked at $300K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

  • Milestone Wealth held 2,219 shares of Alibaba worth $177K as of Q3 2022.
  • Milestone Wealth sold 200 Alibaba shares in Q3 2022, an estimated $19.1K.
  • Alibaba made up 0.2% of Milestone Wealth's portfolio in Q3 2022, its #54 holding.
  • Milestone Wealth first reported a position in Alibaba in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Alibaba position peaked at $300K in Q1 2022.
  • 1,140 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.