PCG Wealth Advisors’s Alibaba BABA Stock Holding History

PCG Wealth Advisors’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 Q4	–	Sell	-3,600	Closed	-$288K	–	113
2022 Q3	$288K	Buy	+3,600	New	+$343K	0.1%	103

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCG Wealth Advisors's BABA Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Alibaba (BABA) in Q4 2022, closing a stake of 3,600 shares — an estimated $288K sold.

PCG Wealth Advisors first reported a position in BABA in Q3 2022 and held it in 1 quarter. The position peaked at $288K in Q3 2022. 1,172 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

PCG Wealth Advisors reported no remaining Alibaba position as of Q4 2022 after selling out during the quarter.
PCG Wealth Advisors sold 3,600 Alibaba shares in Q4 2022, an estimated $288K.
PCG Wealth Advisors first reported a position in Alibaba in Q3 2022 and held it in 1 quarter.
PCG Wealth Advisors's Alibaba position peaked at $288K in Q3 2022.
1,172 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.