OneAscent Wealth Management’s Alibaba BABA Stock Holding History

OneAscent 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 Q1	–	Sell	-4,269	Closed	-$507K	–	213
2021 Q4	$507K	Buy	4,269 +1,077	+34%	+$157K	1.27%	25
2021 Q3	$473K	Buy	+3,192	New	+$581K	0.54%	39
2021 Q1	$1.09M	Buy	4,828 +1,425	+42%	+$350K	0.47%	37
2020 Q4	$792K	Buy	+3,403	New	+$945K	0.36%	61

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

EFM

E Fund Management Guangzhou, China $3.37B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

OneAscent Wealth Management's BABA Position: Q1 2022 in Review

OneAscent Wealth Management sold out of Alibaba (BABA) in Q1 2022, closing a stake of 4,269 shares — an estimated $507K sold.

OneAscent Wealth Management first reported a position in BABA in Q4 2020 and held it in 4 quarters. The position peaked at $1.09M in Q1 2021. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

OneAscent Wealth Management reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
OneAscent Wealth Management sold 4,269 Alibaba shares in Q1 2022, an estimated $507K.
OneAscent Wealth Management first reported a position in Alibaba in Q4 2020 and held it in 4 quarters.
OneAscent Wealth Management's Alibaba position peaked at $1.09M in Q1 2021.
1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on OneAscent Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.