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Personal Capital Advisors’s Alibaba BABA Stock Holding History

Personal Capital 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 		$231K Sell
2,626
-874
-25% -$68.9K ﹤0.01% 434
2022
Q3 		$280K Buy
3,500
+790
+29% +$75.3K ﹤0.01% 369
2022
Q2 		$308K Sell
2,710
-74
-3% -$7.26K ﹤0.01% 349
2022
Q1 		$303K Sell
2,784
-792
-22% -$91.2K ﹤0.01% 387
2021
Q4 		$398K Sell
3,576
-156
-4% -$22.7K ﹤0.01% 376
2021
Q3 		$553K Buy
3,732
+114
+3% +$20.7K ﹤0.01% 298
2021
Q2 		$820K Sell
3,618
-1,023
-22% -$227K ﹤0.01% 262
2021
Q1 		$1.05M Sell
4,641
-82
-2% -$20.1K 0.01% 255
2020
Q4 		$1.1M Buy
4,723
+486
+11% +$135K 0.01% 245
2020
Q3 		$1.25M Buy
4,237
+450
+12% +$119K 0.01% 243
2020
Q2 		$817K Sell
3,787
-362
-9% -$75.4K 0.01% 236
2020
Q1 		$780K Sell
4,149
-1,547
-27% -$323K 0.01% 235
2019
Q4 		$1.21M Buy
5,696
+99
+2% +$18.6K 0.01% 228
2019
Q3 		$935K Buy
5,597
+2,518
+82% +$433K 0.01% 225
2019
Q2 		$522K Buy
3,079
+1,026
+50% +$177K 0.01% 237
2019
Q1 		$375K Sell
2,053
-846
-29% -$142K ﹤0.01% 251
2018
Q4 		$397K Buy
2,899
+1,459
+101% +$216K 0.01% 244
2018
Q3 		$237K Sell
1,440
-218
-13% -$38.6K ﹤0.01% 272
2018
Q2 		$308K Buy
1,658
+156
+10% +$29.7K ﹤0.01% 236
2018
Q1 		$276K Buy
1,502
+196
+15% +$36.9K ﹤0.01% 229
2017
Q4 		$225K Buy
+1,306
New +$234K ﹤0.01% 236

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Personal Capital Advisors's BABA Position: Q4 2022 in Review

Personal Capital Advisors reduced its Alibaba (BABA) stake by 25% in Q4 2022, selling an estimated $68.9K and leaving 2,626 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Personal Capital Advisors first reported a position in BABA in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.25M in Q3 2020. 1,171 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

  • Personal Capital Advisors held 2,626 shares of Alibaba worth $231K as of Q4 2022.
  • Personal Capital Advisors sold 874 Alibaba shares in Q4 2022, an estimated $68.9K.
  • Alibaba made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #434 holding.
  • Personal Capital Advisors first reported a position in Alibaba in Q4 2017 and has held it in 21 quarters since.
  • Personal Capital Advisors's Alibaba position peaked at $1.25M in Q3 2020.
  • 1,171 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.