PBMares Wealth Management’s Alibaba BABA Stock Holding History

PBMares 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
2021 Q3	–	Sell	-1,170	Closed	-$265K	–	147
2021 Q2	$265K	Sell	1,170 -84	-7%	-$18.7K	0.14%	127
2021 Q1	$284K	Buy	1,254 +120	+11%	+$29.5K	0.23%	117
2020 Q4	$264K	Hold	1,134	–	–	0.3%	101
2020 Q3	$333K	Hold	1,134	–	–	0.49%	67
2020 Q2	$245K	Hold	1,134	–	–	0.37%	88
2020 Q1	$221K	Sell	1,134 -1,000	-47%	-$209K	0.35%	94
2019 Q4	$453K	Buy	+2,134	New	+$400K	0.54%	64

Other funds holding BABA

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

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

PBMares Wealth Management's BABA Position: Q3 2021 in Review

PBMares Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,170 shares — an estimated $265K sold.

PBMares Wealth Management first reported a position in BABA in Q4 2019 and held it in 7 quarters. The position peaked at $453K in Q4 2019. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

PBMares Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
PBMares Wealth Management sold 1,170 Alibaba shares in Q3 2021, an estimated $265K.
PBMares Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 7 quarters.
PBMares Wealth Management's Alibaba position peaked at $453K in Q4 2019.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on PBMares Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.