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Sheets Smith Wealth Management’s Alibaba BABA Stock Holding History

Sheets Smith Wealth Management’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
-3,682
Closed -$545K – 376
2021
Q3 		$545K Sell
3,682
-1,160
-24% -$211K 0.07% 209
2021
Q2 		$1.1M Buy
4,842
+53
+1% +$11.8K 0.15% 140
2021
Q1 		$1.09M Buy
4,789
+502
+12% +$123K 0.16% 135
2020
Q4 		$998K Sell
4,287
-751
-15% -$209K 0.15% 133
2020
Q3 		$1.48M Buy
5,038
+2,524
+100% +$665K 0.26% 94
2020
Q2 		$542K Sell
2,514
-2,366
-48% -$493K 0.11% 150
2020
Q1 		$949K Buy
4,880
+540
+12% +$113K 0.2% 115
2019
Q4 		$917K Buy
4,340
+2,348
+118% +$441K 0.18% 132
2019
Q3 		$333K Buy
1,992
+40
+2% +$6.87K 0.07% 236
2019
Q2 		$331K Buy
1,952
+98
+5% +$16.9K 0.07% 257
2019
Q1 		$338K Buy
+1,854
New +$312K 0.07% 259
2018
Q4 		– Sell
-39,645
Closed -$6.53M – 278
2018
Q3 		$6.53M Sell
39,645
-1,428
-3% -$253K 1.35% 12
2018
Q2 		$7.62M Buy
41,073
+685
+2% +$131K 1.78% 7
2018
Q1 		$7.41M Buy
40,388
+11,808
+41% +$2.22M 1.78% 6
2017
Q4 		$4.93M Buy
28,580
+23,432
+455% +$4.2M 1.16% 18
2017
Q3 		$889K Buy
5,148
+193
+4% +$31.3K 0.22% 123
2017
Q2 		$698K Buy
4,955
+1,109
+29% +$137K 0.18% 142
2017
Q1 		$415K Buy
+3,846
New +$391K 0.11% 196
2016
Q4 		– Sell
-8,447
Closed -$894K – 279
2016
Q3 		$894K Buy
+8,447
New +$783K 0.25% 113

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's BABA Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 3,682 shares — an estimated $545K sold.

Sheets Smith Wealth Management first reported a position in BABA in Q3 2016 and held it in 19 quarters. The position peaked at $7.62M in Q2 2018. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Sheets Smith Wealth Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,682 Alibaba shares in Q4 2021, an estimated $545K.
  • Sheets Smith Wealth Management first reported a position in Alibaba in Q3 2016 and held it in 19 quarters.
  • Sheets Smith Wealth Management's Alibaba position peaked at $7.62M in Q2 2018.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.