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Phoenix Wealth Advisors’s Alibaba BABA Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-30
Closed -$4K – 143
2021
Q3 		$4K Hold
30
– – ﹤0.01% 337
2021
Q2 		$6K Sell
30
-20
-40% -$4.44K ﹤0.01% 318
2021
Q1 		$11K Hold
50
– – 0.01% 289
2020
Q4 		$12K Buy
+50
New +$13.9K 0.01% 288

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Wealth Advisors's BABA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Alibaba (BABA) in Q4 2021, closing a stake of 30 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in BABA in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q4 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 30 Alibaba shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in Alibaba in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Alibaba position peaked at $12K in Q4 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.