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Next Financial Group’s Alibaba BABA Stock Holding History

Next Financial Group’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
Q4 		$721K Sell
6,068
-1,511
-20% -$220K 0.05% 410
2021
Q3 		$1.12M Sell
7,579
-819
-10% -$149K 0.09% 250
2021
Q2 		$1.9M Buy
8,398
+1,759
+26% +$391K 0.15% 153
2021
Q1 		$1.5M Buy
6,639
+878
+15% +$216K 0.13% 169
2020
Q4 		$1.34M Sell
5,761
-2,258
-28% -$627K 0.13% 167
2020
Q3 		$2.36M Buy
8,019
+914
+13% +$241K 0.25% 97
2020
Q2 		$1.53M Buy
7,105
+191
+3% +$39.8K 0.18% 139
2020
Q1 		$1.34M Buy
6,914
+849
+14% +$177K 0.17% 128
2019
Q4 		$1.29M Buy
6,065
+2,007
+49% +$377K 0.13% 184
2019
Q3 		$679K Sell
4,058
-1,295
-24% -$223K 0.07% 292
2019
Q2 		$907K Buy
5,353
+1,217
+29% +$210K 0.1% 242
2019
Q1 		$755K Sell
4,136
-4,003
-49% -$673K 0.19% 70
2018
Q4 		$1.12M Buy
8,139
+2,731
+50% +$404K 0.23% 104
2018
Q3 		$891K Buy
5,408
+1,045
+24% +$185K 0.41% 48
2018
Q2 		$809K Sell
4,363
-3,026
-41% -$577K 0.31% 86
2018
Q1 		$1.36M Buy
7,389
+2,212
+43% +$416K 0.29% 96
2017
Q4 		$893K Sell
5,177
-4,356
-46% -$780K 0.38% 79
2017
Q3 		$1.7M Buy
9,533
+4,518
+90% +$732K 0.47% 47
2017
Q2 		$707K Buy
5,015
+254
+5% +$31.4K 0.17% 136
2017
Q1 		$550K Sell
4,761
-963
-17% -$98K 0.15% 147
2016
Q4 		$503K Sell
5,724
-380
-6% -$36.6K 0.09% 257
2016
Q3 		$646K Buy
6,104
+1,184
+24% +$110K 0.12% 197
2016
Q2 		$391K Buy
4,920
+126
+3% +$9.86K 0.12% 176
2016
Q1 		$378K Buy
4,794
+1,167
+32% +$82.1K 0.13% 162
2015
Q4 		$294K Buy
3,627
+1,620
+81% +$127K 0.11% 185
2015
Q3 		$118K Sell
2,007
-2,146
-52% -$156K 0.04% 388
2015
Q2 		$341K Buy
4,153
+133
+3% +$11.4K 0.12% 188
2015
Q1 		$334K Buy
4,020
+10
+0.2% +$902 0.11% 208
2014
Q4 		$417K Buy
4,010
+98
+3% +$10.1K 0.14% 161
2014
Q3 		$348K Buy
+3,912
New +$351K 0.07% 317

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's BABA Position: Q4 2021 in Review

Next Financial Group reduced its Alibaba (BABA) stake by 20% in Q4 2021, selling an estimated $220K and leaving 6,068 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #410.

Next Financial Group first reported a position in BABA in Q3 2014 and has held it in 30 quarters since. The position peaked at $2.36M in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Next Financial Group held 6,068 shares of Alibaba worth $721K as of Q4 2021.
  • Next Financial Group sold 1,511 Alibaba shares in Q4 2021, an estimated $220K.
  • Alibaba made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #410 holding.
  • Next Financial Group first reported a position in Alibaba in Q3 2014 and has held it in 30 quarters since.
  • Next Financial Group's Alibaba position peaked at $2.36M in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.