MHWM
BABA icon

Montz Harcus Wealth Management’s Alibaba BABA Stock Holding History

Montz Harcus 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
2022
Q3 		– Sell
-2,161
Closed -$246K – 51
2022
Q2 		$246K Hold
2,161
– – 0.26% 46
2022
Q1 		$235K Buy
2,161
+188
+10% +$21.7K 0.21% 49
2021
Q4 		$234K Buy
+1,973
New +$287K 0.2% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montz Harcus Wealth Management's BABA Position: Q3 2022 in Review

Montz Harcus Wealth Management sold out of Alibaba (BABA) in Q3 2022, closing a stake of 2,161 shares — an estimated $246K sold.

Montz Harcus Wealth Management first reported a position in BABA in Q4 2021 and held it in 3 quarters. The position peaked at $246K in Q2 2022. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

  • Montz Harcus Wealth Management reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 2,161 Alibaba shares in Q3 2022, an estimated $246K.
  • Montz Harcus Wealth Management first reported a position in Alibaba in Q4 2021 and held it in 3 quarters.
  • Montz Harcus Wealth Management's Alibaba position peaked at $246K in Q2 2022.
  • 1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.