Schwarz Dygos Wheeler Investment Advisors’s Alibaba BABA Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q3	–	Sell	-7,579	Closed	-$1.72M	–	132
2021 Q2	$1.72M	Hold	7,579	–	–	0.62%	45
2021 Q1	$1.72M	Buy	7,579 +22	+0.3%	+$5.4K	0.71%	39
2020 Q4	$1.76M	Hold	7,557	–	–	0.85%	32
2020 Q3	$2.22M	Hold	7,557	–	–	1.26%	21
2020 Q2	$1.9M	Buy	7,557 +52	+0.7%	+$10.8K	1.24%	20
2020 Q1	$1.46M	Hold	7,505	–	–	1.24%	22
2019 Q4	$1.59M	Hold	7,505	–	–	1.09%	24
2019 Q3	$1.25M	Sell	7,505 -2,500	-25%	-$430K	1%	26
2019 Q2	$1.7M	Hold	10,005	–	–	1.4%	20
2019 Q1	$1.82M	Buy	+10,005	New	+$1.68M	1.57%	20

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 $336B AUM 34.66% 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

Schwarz Dygos Wheeler Investment Advisors's BABA Position: Q3 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 7,579 shares — an estimated $1.72M sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BABA in Q1 2019 and held it in 10 quarters. The position peaked at $2.22M in Q3 2020. 1,539 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 7,579 Alibaba shares in Q3 2021, an estimated $1.72M.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Alibaba in Q1 2019 and held it in 10 quarters.
Schwarz Dygos Wheeler Investment Advisors's Alibaba position peaked at $2.22M in Q3 2020.
1,539 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.