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Smith Salley Wealth Management’s Alibaba BABA Stock Holding History

Smith Salley 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
2022
Q4 		– Sell
-62,391
Closed -$4.99M – 224
2022
Q3 		$4.99M Sell
62,391
-376
-0.6% -$35.8K 0.46% 58
2022
Q2 		$7.13M Buy
62,767
+1,483
+2% +$145K 0.62% 49
2022
Q1 		$6.67M Buy
61,284
+7,671
+14% +$884K 0.5% 54
2021
Q4 		$6.37M Buy
+53,613
New +$7.81M 0.45% 59

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith Salley Wealth Management's BABA Position: Q4 2022 in Review

Smith Salley Wealth Management sold out of Alibaba (BABA) in Q4 2022, closing a stake of 62,391 shares — an estimated $4.99M sold.

Smith Salley Wealth Management first reported a position in BABA in Q4 2021 and held it in 4 quarters. The position peaked at $7.13M in Q2 2022. 1,172 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

  • Smith Salley Wealth Management reported no remaining Alibaba position as of Q4 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 62,391 Alibaba shares in Q4 2022, an estimated $4.99M.
  • Smith Salley Wealth Management first reported a position in Alibaba in Q4 2021 and held it in 4 quarters.
  • Smith Salley Wealth Management's Alibaba position peaked at $7.13M in Q2 2022.
  • 1,172 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on Smith Salley Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.