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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
-14,500
Closed -$3.29M – 131
2021
Q2 		$3.29M Buy
14,500
+2,500
+21% +$555K 1.19% 24
2021
Q1 		$2.72M Buy
+12,000
New +$2.95M 1.12% 23

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
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.