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SFMG Wealth Advisors’s Alibaba BABA Stock Holding History

SFMG 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
Q3 		– Sell
-2,417
Closed -$275K – 253
2022
Q2 		$275K Buy
2,417
+524
+28% +$51.4K 0.03% 190
2022
Q1 		$206K Sell
1,893
-120
-6% -$13.8K 0.02% 271
2021
Q4 		$239K Buy
2,013
+169
+9% +$24.6K 0.02% 242
2021
Q3 		$273K Sell
1,844
-88
-5% -$16K 0.03% 203
2021
Q2 		$438K Sell
1,932
-201
-9% -$44.7K 0.05% 163
2021
Q1 		$484K Buy
2,133
+74
+4% +$18.2K 0.06% 145
2020
Q4 		$479K Sell
2,059
-563
-21% -$156K 0.06% 130
2020
Q3 		$771K Buy
2,622
+176
+7% +$46.4K 0.11% 82
2020
Q2 		$528K Buy
2,446
+765
+46% +$159K 0.08% 93
2020
Q1 		$327K Sell
1,681
-5,426
-76% -$1.13M 0.05% 91
2019
Q4 		$1.51M Sell
7,107
-130
-2% -$24.4K 0.18% 49
2019
Q3 		$1.21M Hold
7,237
– – 0.16% 49
2019
Q2 		$1.29M Sell
7,237
-82
-1% -$14.2K 0.18% 36
2019
Q1 		$1.33M Sell
7,319
-915
-11% -$154K 0.19% 37
2018
Q4 		$1.13M Buy
8,234
+353
+4% +$52.2K 0.18% 39
2018
Q3 		$1.16M Buy
7,881
+6,064
+334% +$1.07M 0.18% 36
2018
Q2 		$337K Buy
1,817
+48
+3% +$9.15K 0.05% 98
2018
Q1 		$325K Buy
1,769
+100
+6% +$18.8K 0.06% 100
2017
Q4 		$288K Buy
1,669
+232
+16% +$41.6K 0.05% 110
2017
Q3 		$248K Buy
+1,437
New +$233K 0.05% 111

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SFMG Wealth Advisors's BABA Position: Q3 2022 in Review

SFMG Wealth Advisors sold out of Alibaba (BABA) in Q3 2022, closing a stake of 2,417 shares — an estimated $275K sold.

SFMG Wealth Advisors first reported a position in BABA in Q3 2017 and held it in 20 quarters. The position peaked at $1.51M in Q4 2019. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

  • SFMG Wealth Advisors reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,417 Alibaba shares in Q3 2022, an estimated $275K.
  • SFMG Wealth Advisors first reported a position in Alibaba in Q3 2017 and held it in 20 quarters.
  • SFMG Wealth Advisors's Alibaba position peaked at $1.51M in Q4 2019.
  • 1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on SFMG Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.