Nicolet Advisory Services’s Alibaba BABA Stock Holding History

Nicolet Advisory Services’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	–	Sell	-3,148	Closed	-$465K	–	209
2021 Q3	$465K	Buy	+3,148	New	+$573K	0.06%	119
2020 Q4	–	Sell	-810	Closed	-$238K	–	179
2020 Q3	$238K	Sell	810 -175	-18%	-$46.1K	0.04%	143
2020 Q2	$212K	Sell	985 -55	-5%	-$11.5K	0.03%	191
2020 Q1	$202K	Buy	1,040 +19	+2%	+$3.97K	0.04%	185
2019 Q4	$217K	Buy	+1,021	New	+$192K	0.03%	157

Other funds holding BABA

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

Nicolet Advisory Services's BABA Position: Q4 2021 in Review

Nicolet Advisory Services sold out of Alibaba (BABA) in Q4 2021, closing a stake of 3,148 shares — an estimated $465K sold.

Nicolet Advisory Services first reported a position in BABA in Q4 2019 and held it in 5 quarters. The position peaked at $465K in Q3 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Nicolet Advisory Services reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Nicolet Advisory Services sold 3,148 Alibaba shares in Q4 2021, an estimated $465K.
Nicolet Advisory Services first reported a position in Alibaba in Q4 2019 and held it in 5 quarters.
Nicolet Advisory Services's Alibaba position peaked at $465K in Q3 2021.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Nicolet Advisory Services's 13F filing for Q4 2021, filed 8 Feb 2022.